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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 85-3994987 | Advisory (Plan) | $7,593 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,527 | $73,009-71.9% | $90,756-77.4% | $68,495-70.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -21.98% | -13.81%-8.2pp | -12.16%-9.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $4,801 | $2,193+119.0% | $2,922+64.3% | $2,596+84.9% |
| Participant deferral / active EE | $11,201 | $3,626+208.9% | $4,565+145.4% | $4,028+178.1% |
| Admin fee / account holder | $3,000 | $5,896-49.1% | $8,445-64.5% | $5,403-44.5% |