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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 51 3223 8TH STREET, SUITE 203 · METAIRIE, LA 70002 | Investment Mgmt Fees | $147,461 |
EMPLOYEE PLAN COMPLIANCE COMPANY1+ years Service code 15 · EIN 72-0837456 | Recordkeeping | $22,075 |
Filed as: PRUDENTIAL RETIRE INSUR AND ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $13,135 |
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 | $54,232 | $62,324-13.0% | $68,509-20.8% | $55,191-1.7% |
| Participation rate | 99.3% | 78.9%+20.4pp | 74.7%+24.6pp | 69.2%+30.1pp |
| Annual return | -0.00% | 4.26%-4.3pp | 8.27%-8.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $4,347 | $2,223+95.6% | $2,278+90.8% | $1,899+128.9% |
| Participant deferral / active EE | $2,353 | $3,425-31.3% | $3,382-30.4% | $3,046-22.7% |
| Admin fee / account holder | $437 | $91+377.9% | $5,275-91.7% | $91+381.0% |