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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $36,814 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $27,725 |
Filed as: ALDRICH WEALTH ADVISORS, LLC Service code 28 · EIN 93-1244319 | Investment Management | $15,159 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,591 | $60,989+55.1% | $60,874+55.4% | $66,914+41.4% |
| Participation rate | 95.8% | 74.5%+21.3pp | 73.1%+22.7pp | 69.8%+26.0pp |
| Annual return | -16.64% | -9.60%-7.0pp | 16.90%-33.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $11,473 | $2,661+331.2% | $2,701+324.7% | $2,544+351.0% |
| Participant deferral / active EE | $1,782 | $3,615-50.7% | $3,817-53.3% | $4,237-57.9% |
| Admin fee / account holder | $382 | $338+12.8% | $3,224-88.2% | $593-35.7% |