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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EVOLVE RETIREMENT PLAN SOLUTIONS Service code 11 · EIN 83-3736646 | Actuarial | $41,670 |
CORVUS WEALTH3 years Service code 15 · EIN 85-3315053 | Recordkeeping | $25,231 |
HICKS PENSION SERVICES4 years Service code 15 · EIN 77-0155091 | Recordkeeping | $8,525 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $5,805 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,987 | $57,739+29.9% | $112,273-33.2% | $74,440+0.7% |
| Participation rate | 47.8% | 55.6%-7.8pp | 72.4%-24.6pp | 70.7%-22.9pp |
| Annual return | 12.48% | 19.52%-7.0pp | 30.23%-17.7pp | 34.37%-21.9pp |
| Employer contribution / active EE | $1,451 | $1,675-13.4% | $3,431-57.7% | $2,638-45.0% |
| Participant deferral / active EE | $2,295 | $2,891-20.6% | $4,800-52.2% | $4,529-49.3% |
| Admin fee / account holder | $332 | $462-28.3% | $7,752-95.7% | $348-4.7% |