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| Provider | Service type | Compensation |
|---|---|---|
EVERCORE TRUST COMPANY5 years Filed as: EVERCORE WEALTH MANAGEMENT LLC Service code 26 · EIN 26-3502254 | Advisory (Participants) | $41,399 |
MARINER LLC2 years Service code 28 · EIN 20-4553256 | Investment Management | $28,322 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,868 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,119 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,882 | $91,439+128.4% | $135,974+53.6% | $71,511+192.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 25.74% | 29.90%-4.2pp | 68.30%-42.6pp | 28.86%-3.1pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $18,616 | $7,093+162.5% | $7,760+139.9% | $4,291+333.9% |
| Admin fee / account holder | $467 | $1,267-63.1% | $10,767-95.7% | $1,588-70.6% |