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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 | $29,856 |
SWEENEY CONRAD, P.S.1+ years Filed as: SWEENEY CONRAD PS Service code 10 · EIN 91-1301672 | Accounting | $7,800 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $832 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,578 | $70,002+49.4% | $115,038-9.1% | $52,331+99.8% |
| Participation rate | 55.3% | 72.1%-16.8pp | 81.4%-26.0pp | 68.1%-12.8pp |
| Annual return | -0.08% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,550 | $4,920+53.5% | $6,026+25.3% | $3,022+149.8% |
| Admin fee / account holder | $428 | $566-24.3% | $8,175-94.8% | $592-27.6% |