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| Provider | Service type | Compensation |
|---|---|---|
BFSG LLC7+ years Service code 28 · EIN 20-8532658 | Investment Management | $23,951 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,736 | $59,456+27.4% | $93,681-19.2% | $74,400+1.8% |
| Participation rate | 59.8% | 59.6%+0.1pp | 68.7%-9.0pp | 67.2%-7.4pp |
| Annual return | 12.23% | 82.00%-69.8pp | 133.47%-121.2pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,869 | $3,052+26.8% | $4,415-12.4% | $4,348-11.0% |
| Admin fee / account holder | $334 | $3,026-89.0% | $8,290-96.0% | $1,944-82.8% |