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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $148,655 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS WEALTH ADVISORS LLC Service code 28 · EIN 91-0189318 | Investment Management | $68,448 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,007 | $90,064+101.0% | $100,415+80.3% | $77,762+132.8% |
| Participation rate | 85.7% | 81.3%+4.4pp | 81.5%+4.1pp | 70.6%+15.1pp |
| Annual return | 13.50% | 20.61%-7.1pp | 49.47%-36.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $8,017 | $3,043+163.4% | $3,943+103.3% | $2,728+193.9% |
| Participant deferral / active EE | $7,755 | $8,282-6.4% | $8,091-4.2% | $4,651+66.7% |
| Admin fee / account holder | $689 | $172+300.6% | $7,906-91.3% | $433+59.2% |