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| Provider | Service type | Compensation |
|---|---|---|
PARALLEL ADVISORS LLC8+ years Service code 26 · EIN 20-4420591 | Advisory (Participants) | $69,066 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $36,761 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; F... | $640 |
CHARLES SCHWAB & CO., INC.5 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,275 | $73,863+164.4% | $143,797+35.8% | $68,490+185.1% |
| Participation rate | 93.5% | 66.7%+26.8pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -18.02% | 0.91%-18.9pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $6,724 | $3,185+111.1% | $4,952+35.8% | $2,597+158.9% |
| Participant deferral / active EE | $6,780 | $3,385+100.3% | $5,638+20.2% | $4,028+68.3% |
| Admin fee / account holder | $692 | $5,756-88.0% | $14,679-95.3% | $5,403-87.2% |