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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $59,536 |
VIRIDIAN RIA LLC1 year Service code 26 · EIN 26-3832089 | Advisory (Participants) | $19,009 |
DIVERSIFIED PORTFOLIO MGT LLC4+ years Service code 26 · EIN 20-4023105 | Advisory (Participants) | $16,347 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $2,177 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $111,491 | $47,977+132.4% | $154,108-27.7% | $56,289+98.1% |
| Participation rate | 96.2% | 66.2%+30.0pp | 83.0%+13.1pp | 69.9%+26.3pp |
| Annual return | -5.68% | 3.54%-9.2pp | 735.21%-740.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,300 | $2,169+6.1% | $5,298-56.6% | $2,111+9.0% |
| Participant deferral / active EE | $4,032 | $2,392+68.6% | $5,081-20.6% | $3,350+20.4% |
| Admin fee / account holder | $436 | $438-0.6% | $13,411-96.8% | $521-16.3% |