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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILVER OAK SECURITIES, INC. Service code 26 · EIN 62-1765234 | Advisory (Participants) | $22,358 |
FIDUCIARY CONSULTING GROUP5 years Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 | Other services; Named fiduciary; Dire... | $21,126 |
Service code 12 · EIN 47-0098400 | Direct payment from the plan; Plan Ad... | $15,670 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,836 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,552 | $64,705-28.1% | $62,929-26.0% | $67,986-31.5% |
| Participation rate | 79.1% | 65.6%+13.5pp | 73.1%+6.0pp | 57.2%+21.9pp |
| Annual return | 11.03% | 20.31%-9.3pp | 1063.93%-1052.9pp | 31.67%-20.6pp |
| Employer contribution / active EE | $2,247 | $2,376-5.4% | $2,505-10.3% | $2,019+11.3% |
| Participant deferral / active EE | $2,832 | $3,198-11.5% | $3,888-27.2% | $3,358-15.7% |
| Admin fee / account holder | $478 | $1,428-66.5% | $5,065-90.6% | $3,203-85.1% |