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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INVESTMENT SERVIC Service code 28 · EIN 41-1812533 | Investment Management | $166,705 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $70,634 |
EIDE BAILLY LLP7 years Service code 10 · EIN 45-0250958 | Accounting | $11,300 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $407 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $365,274 | $84,784+330.8% | $98,439+271.1% | $74,419+390.8% |
| Participation rate | 89.5% | 81.5%+7.9pp | 75.2%+14.3pp | 70.7%+18.7pp |
| Annual return | 21.00% | 20.59%+0.4pp | 21.16%-0.2pp | 34.38%-13.4pp |
| Employer contribution / active EE | $4,661 | $3,364+38.5% | $3,048+52.9% | $2,637+76.7% |
| Participant deferral / active EE | $16,458 | $5,218+215.4% | $4,738+247.4% | $4,528+263.5% |
| Admin fee / account holder | $418 | $204+104.4% | $8,948-95.3% | $348+20.1% |