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| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.3+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $22,958 |
DUNCAN & HALEY LTD3+ years Service code 26 · EIN 02-0532349 | Advisory (Participants) | $20,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Sh... | $9,461 |
RSM US LLP3+ years Filed as: MCGLADREY (RSM US) LLP Service code 10 · EIN 42-0714325 | Accounting | $5,124 |
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.)
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 | $128,689 | $54,368+136.7% | $117,039+10.0% | $62,293+106.6% |
| Participation rate | 63.2% | 64.9%-1.8pp | 77.2%-14.0pp | 69.5%-6.3pp |
| Annual return | 14.93% | 21.77%-6.8pp | 18.95%-4.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,258 | $1,692+33.5% | $3,785-40.3% | $2,042+10.6% |
| Participant deferral / active EE | $5,219 | $2,269+130.0% | $3,929+32.8% | $3,169+64.7% |
| Admin fee / account holder | $308 | $493-37.6% | $5,974-94.8% | $479-35.8% |