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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 47-1411118 | Investment Management | $27,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,614 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,465 | $54,701+83.7% | $86,188+16.6% | $71,457+40.6% |
| Participation rate | 58.5% | 60.1%-1.6pp | 69.0%-10.5pp | 67.9%-9.5pp |
| Annual return | 17.92% | 20.06%-2.1pp | 1168.45%-1150.5pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,116 | $1,265+67.3% | $2,380-11.1% | $2,588-18.2% |
| Participant deferral / active EE | $5,258 | $3,108+69.2% | $3,985+31.9% | $4,289+22.6% |
| Admin fee / account holder | $397 | $1,922-79.3% | $6,852-94.2% | $1,587-75.0% |