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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 51 3223 8TH STREET, SUITE 203 · METAIRIE, LA 70002 | Investment Mgmt Fees | $152,971 |
EMPLOYEE PLAN COMPLIANCE COMPANY3+ years Service code 15 · EIN 72-0837456 | Recordkeeping | $24,812 |
Filed as: PRUDENTIAL RETIRE INSUR AND ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $16,228 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,867 | $75,284-15.2% | $91,004-29.8% | $69,631-8.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 12.51% | 48.40%-35.9pp | 4.60%+7.9pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $4,977 | $2,473+101.3% | $2,456+102.7% | $2,032+144.9% |
| Participant deferral / active EE | $2,654 | $3,700-28.3% | $3,548-25.2% | $3,224-17.7% |
| Admin fee / account holder | $432 | $111+291.1% | $5,417-92.0% | $110+291.6% |