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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 14 · EIN 34-1479833 PO BOX 5050 · RICHFIELD, OH 442865050 | Plan Administrator | $47,667 |
Filed as: CARR, RIGGS & INGRAM, L.L.C. Service code 10 7550 HALCYON SUMMIT DRIVE, STE 300 · MONTGOMERY, AL 36117 | Accounting | $25,775 |
Filed as: ONEDIGITAL Service code 27 200 GALLERIA PARKWAY SUITE 1950 · ATLANTA, GA 30339 | Advisory (Plan) | $18,750 |
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 | $203,371 | $82,979+145.1% | $102,412+98.6% | $77,736+161.6% |
| Participation rate | 98.3% | 71.5%+26.8pp | 74.5%+23.8pp | 70.6%+27.7pp |
| Annual return | 12.35% | 19.11%-6.8pp | 24.94%-12.6pp | 31.26%-18.9pp |
| Employer contribution / active EE | $13,472 | $3,554+279.1% | $3,870+248.1% | $2,728+393.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $391 | $639-38.7% | $8,388-95.3% | $433-9.7% |