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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $41,781 |
SWEENEY CONRAD, P.S.1 year Filed as: SWEENEY CONARD P.S. Service code 10 · EIN 91-1301672 | Accounting | $8,500 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Other investment fees ... | $609 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,646 | $73,102+25.4% | $123,552-25.8% | $56,287+62.8% |
| Participation rate | 89.4% | 74.3%+15.1pp | 82.3%+7.1pp | 69.9%+19.6pp |
| Annual return | -5.64% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $12,389 | $5,423+128.5% | $6,426+92.8% | $3,350+269.8% |
| Admin fee / account holder | $344 | $554-37.8% | $9,285-96.3% | $521-33.9% |