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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $75,918 |
PETERSON SULLIVAN LLP1+ years Service code 10 · EIN 91-0605875 | Accounting | $19,524 |
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DANIEL CLARK Service code 28 · EIN 75-2971473 | Investment Management | $8,234 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,099 |
CHARLES SCHWAB & CO., INC.1+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,792 | $70,002+304.0% | $115,038+145.8% | $52,331+440.4% |
| Participation rate | 94.3% | 72.1%+22.2pp | 81.4%+13.0pp | 68.1%+26.2pp |
| Annual return | 0.60% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $10,597 | $2,715+290.3% | $4,608+130.0% | $1,882+463.2% |
| Participant deferral / active EE | $8,226 | $4,920+67.2% | $6,026+36.5% | $3,022+172.2% |
| Admin fee / account holder | $529 | $566-6.5% | $8,175-93.5% | $592-10.6% |