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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 | Claims processing; Plan Administrator... | $21,126 |
Service code 12 · EIN 47-0098400 | Contract Administrator; Recordkeeping... | $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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,552 | $65,084-28.5% | $67,681-31.2% | $64,340-27.6% |
| Participation rate | 79.1% | 66.7%+12.4pp | 73.7%+5.4pp | 55.2%+23.9pp |
| Annual return | 11.03% | 20.50%-9.5pp | 590.58%-579.5pp | 24.14%-13.1pp |
| Employer contribution / active EE | $2,247 | $2,398-6.3% | $2,678-16.1% | $1,862+20.7% |
| Participant deferral / active EE | $2,832 | $3,210-11.8% | $3,976-28.8% | $2,980-5.0% |
| Admin fee / account holder | $478 | $1,415-66.2% | $6,100-92.2% | $3,703-87.1% |