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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 28 · EIN 47-1411118 | Investment Management | $63,771 |
CHARLES SCHWAB & CO., INC.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,563 |
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 exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $670,023 | $76,642+774.2% | $146,866+356.2% | $65,306+926.0% |
| Participation rate | 91.5% | 61.2%+30.3pp | 82.5%+9.0pp | 57.7%+33.9pp |
| Annual return | 4.33% | 33.40%-29.1pp | 102.85%-98.5pp | 21.94%-17.6pp |
| Employer contribution / active EE | $27,503 | $2,621+949.5% | $4,425+521.6% | $1,967+1298.0% |
| Participant deferral / active EE | $13,943 | $4,864+186.7% | $7,759+79.7% | $2,959+371.1% |
| Admin fee / account holder | $581 | $3,960-85.3% | $13,620-95.7% | $3,480-83.3% |