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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $68,133 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $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 | $133,500 | $46,360+188.0% | $147,617-9.6% | $52,331+155.1% |
| Participation rate | 98.3% | 64.9%+33.4pp | 84.6%+13.7pp | 68.1%+30.2pp |
| Annual return | -1.49% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.0pp |
| Employer contribution / active EE | $9,063 | $2,126+326.2% | $5,564+62.9% | $1,882+381.6% |
| Participant deferral / active EE | $5,796 | $2,258+156.7% | $4,895+18.4% | $3,022+91.8% |
| Admin fee / account holder | $603 | $766-21.2% | $11,612-94.8% | $592+2.0% |