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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 51 3223 8TH STREET, SUITE 203 · METAIRIE, LA 70002 | Investment Mgmt Fees | $143,756 |
EMPLOYEE PLAN COMPLIANCE COMPANY2+ years Service code 15 · EIN 72-0837456 | Recordkeeping | $22,791 |
Filed as: PRUDENTIAL RETIRE INSUR AND ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $13,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,235 | $74,024-22.7% | $78,002-26.6% | $57,658-0.7% |
| Participation rate | 99.3% | 79.7%+19.6pp | 75.5%+23.8pp | 70.2%+29.1pp |
| Annual return | 4.52% | 12.14%-7.6pp | 425.99%-421.5pp | 5.13%-0.6pp |
| Employer contribution / active EE | $4,551 | $2,365+92.4% | $2,470+84.2% | $1,974+130.6% |
| Participant deferral / active EE | $2,497 | $3,533-29.3% | $3,497-28.6% | $3,061-18.4% |
| Admin fee / account holder | $413 | $93+342.9% | $5,481-92.5% | $95+336.6% |