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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 27-0846572 | Consulting | $30,997 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $21,795 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $829 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,094 | $81,331+264.1% | $155,534+90.4% | $80,935+265.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | -0.10% | 33.37%-33.5pp | 64.92%-65.0pp | 35.66%-35.8pp |
| Employer contribution / active EE | $32,829 | $3,105+957.4% | $4,675+602.3% | $2,757+1090.9% |
| Participant deferral / active EE | $18,574 | $3,454+437.7% | $5,630+229.9% | $4,299+332.0% |
| Admin fee / account holder | $419 | $7,999-94.8% | $15,900-97.4% | $6,924-94.0% |