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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS, INC. Service code 27 · EIN 43-1685158 | Advisory (Plan) | $36,121 |
CORRELL CO.6+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $25,199 |
RASCO, WINTER & ASSOCIATES3 years Service code 10 · EIN 71-0448488 | Accounting | $22,500 |
ALLIANZ GLOBAL INVESTORS2 years Filed as: ALLIANZ LIFE INSURANCE Service code 27 · EIN 41-1366075 | Advisory (Plan) | $11,443 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 27 · EIN 20-0937408 | Advisory (Plan) | $10,619 |
JACKSON SQUARE PARTNERS5 years Filed as: JACKSON Service code 27 · EIN 38-1659835 | Advisory (Plan) | $10,583 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $9,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,545 | $58,888+62.2% | $178,499-46.5% | $73,493+30.0% |
| Participation rate | 82.2% | 66.2%+16.0pp | 81.9%+0.3pp | 70.7%+11.6pp |
| Annual return | 13.20% | 24.86%-11.7pp | 151.10%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $7,338 | $2,236+228.2% | $5,011+46.4% | $2,270+223.3% |
| Participant deferral / active EE | $1,712 | $2,568-33.3% | $5,202-67.1% | $3,740-54.2% |
| Admin fee / account holder | $545 | $400+36.1% | $13,986-96.1% | $513+6.2% |