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| Provider | Service type | Compensation |
|---|---|---|
PARALLEL ADVISORS LLC6+ years Service code 26 · EIN 20-4420591 | Advisory (Participants) | $61,147 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,870 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,190 |
CHARLES SCHWAB & CO., INC.3 years 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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,968 | $58,895+324.4% | $178,503+40.0% | $73,497+240.1% |
| Participation rate | 97.1% | 66.2%+30.9pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 14.48% | 24.86%-10.4pp | 151.12%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $7,684 | $2,236+243.7% | $5,011+53.3% | $2,270+238.5% |
| Participant deferral / active EE | $6,360 | $2,567+147.8% | $5,202+22.3% | $3,740+70.1% |
| Admin fee / account holder | $747 | $400+86.6% | $13,987-94.7% | $513+45.6% |