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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,305 |
GREENWOOD OHLUND PS1 year Filed as: GREENWOOD OHLUND, PS Service code 10 · EIN 91-0873571 | Accounting | $14,500 |
Service code 28 · EIN 75-2971473 | Investment Management | $9,556 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $124 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $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 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 | $357,932 | $102,382+249.6% | $147,005+143.5% | $80,874+342.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.31% | 134.89%-123.6pp | 418.76%-407.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $13,043 | $3,715+251.1% | $4,934+164.3% | $2,756+373.3% |
| Participant deferral / active EE | $7,335 | $6,646+10.4% | $8,070-9.1% | $4,297+70.7% |
| Admin fee / account holder | $481 | $7,942-94.0% | $13,006-96.3% | $6,935-93.1% |