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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INVESTMENT SOLUTI Service code 28 · EIN 41-1812533 | Investment Management | $179,054 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,873 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $11,150 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $443 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,899 | $81,908+274.7% | $90,749+238.2% | $64,808+373.6% |
| Participation rate | 92.6% | 80.5%+12.1pp | 75.7%+16.9pp | 71.5%+21.1pp |
| Annual return | -20.21% | -12.53%-7.7pp | -12.16%-8.0pp | 32.82%-53.0pp |
| Employer contribution / active EE | $4,163 | $3,065+35.8% | $2,921+42.5% | $2,506+66.1% |
| Participant deferral / active EE | $15,575 | $4,840+221.8% | $4,564+241.3% | $4,310+261.3% |
| Admin fee / account holder | $444 | $157+182.8% | $8,445-94.7% | $188+136.7% |