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| Provider | Service type | Compensation |
|---|---|---|
EVERCORE TRUST COMPANY3 years Filed as: EVERCORE WEALTH MANAGEMENT LLC Service code 26 · EIN 26-3502254 | Advisory (Participants) | $48,787 |
SAVANT CAPITAL MANAGEMENT4 years Filed as: SAVANT INVESTMENT GROUP LLC Service code 28 · EIN 27-2263282 | Investment Management | $30,395 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,693 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $786 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | 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 | $231,809 | $104,479+121.9% | $159,474+45.4% | $79,391+192.0% |
| Participation rate | 95.2% | 76.6%+18.6pp | 82.8%+12.4pp | 70.7%+24.5pp |
| Annual return | 12.71% | 67.98%-55.3pp | 263.68%-251.0pp | 116.88%-104.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $15,513 | $6,468+139.9% | $7,353+111.0% | $4,046+283.4% |
| Admin fee / account holder | $597 | $711-16.0% | $10,802-94.5% | $627-4.7% |