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| Provider | Service type | Compensation |
|---|---|---|
CORPORATE PENSION CONSULTANTS4+ years Service code 10 · EIN 77-0116716 14125 CAPRI DR, SUITE 9 · LOS GATOS, CA 95032 | Accounting | $63,850 |
SLOY DAHL & HOLST3 years Filed as: SLOY, DAHL & HOLST, INC. Service code 51 · EIN 93-0989022 829 NW 19TH AVENUE · PORTLAND, OR 97209 | Investment Mgmt Fees | $55,660 |
EKS&H LLLP1 year Filed as: EKS & H Service code 10 · EIN 46-1497033 8181 EAST TUFTS AVENUE · DENVER, CO 80237 | Accounting | $18,033 |
ARMANINO LLP4+ years Service code 10 · EIN 94-6214841 50 WEST SAN FERNANDO ST. · SAN JOSE, CA 95113 | Accounting | $14,112 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 28 · EIN 42-1558009 12401 RESEARCH BLVD. · AUSTIN, TX 78759 | Investment Management | $12,118 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,090 | $55,449-29.5% | $83,831-53.4% | $56,289-30.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -7.55% | -1.38%-6.2pp | 850.99%-858.5pp | -9.96%+2.4pp |
| Employer contribution / active EE | $8,581 | $2,430+253.1% | $3,631+136.3% | $2,111+306.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $569 | $656-13.3% | $5,479-89.6% | $521+9.2% |