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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $102,424 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS WEALTH ADVISORS Service code 28 · EIN 91-0189318 | Investment Management | $43,454 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ 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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,328 | $78,781+89.5% | $100,516+48.6% | $73,409+103.4% |
| Participation rate | 84.3% | 80.0%+4.3pp | 79.4%+4.9pp | 72.2%+12.1pp |
| Annual return | 20.69% | 31.69%-11.0pp | 30.89%-10.2pp | 59.29%-38.6pp |
| Employer contribution / active EE | $6,461 | $2,420+167.0% | $3,418+89.1% | $2,234+189.3% |
| Participant deferral / active EE | $6,395 | $6,537-2.2% | $6,270+2.0% | $3,805+68.0% |
| Admin fee / account holder | $525 | $145+261.1% | $8,081-93.5% | $158+232.4% |