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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB Service code 51 3223 8TH STREET, SUITE 203 · METAIRIE, LA 70002 | Investment Mgmt Fees | $149,057 |
EMPLOYEE PLAN COMPLIANCE COMPANY4+ years Service code 15 · EIN 72-0837456 | Recordkeeping | $27,792 |
Filed as: PRUDENTIAL RETIRE INSUR AND ANNUITY Service code 15 · EIN 06-1050034 | Recordkeeping | $18,746 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,439 | $65,223-8.9% | $80,022-25.7% | $55,725+6.7% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -5.75% | 7.59%-13.3pp | 11.22%-17.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $4,888 | $2,544+92.2% | $2,468+98.1% | $2,078+135.2% |
| Participant deferral / active EE | $2,742 | $3,881-29.4% | $3,686-25.6% | $3,356-18.3% |
| Admin fee / account holder | $411 | $114+259.6% | $6,521-93.7% | $115+256.5% |