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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $93,516 |
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 | $242,142 | $46,732+418.2% | $156,551+54.7% | $55,167+338.9% |
| Participation rate | 94.7% | 65.8%+28.9pp | 84.0%+10.7pp | 69.0%+25.7pp |
| Annual return | 81.92% | 17.72%+64.2pp | 32.23%+49.7pp | 169.23%-87.3pp |
| Employer contribution / active EE | $8,768 | $2,105+316.5% | $5,501+59.4% | $1,963+346.8% |
| Participant deferral / active EE | $5,712 | $2,204+159.1% | $4,871+17.3% | $3,054+87.0% |
| Admin fee / account holder | $771 | $418+84.3% | $13,028-94.1% | $504+53.1% |