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| Provider | Service type | Compensation |
|---|---|---|
CORPORATE PENSION CONSULTANTS5+ years Service code 10 · EIN 77-0116716 14125 CAPRI DR, SUITE 9 · LOS GATOS, CA 95032 | Accounting | $62,000 |
SLOY DAHL & HOLST4 years Filed as: SLOY, DAHL & HOLST, INC. Service code 51 · EIN 93-0989022 829 NW 19TH AVENUE · PORTLAND, OR 97209 | Investment Mgmt Fees | $58,456 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 8181 EAST TUFTS AVENUE · DENVER, CO 80237 | Accounting | $18,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 28 · EIN 42-1558009 2309 GRACY FARMS LN · AUSTIN, TX 78758 | Investment Management | $11,992 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,686 | $63,114-16.5% | $92,909-43.3% | $65,185-19.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.02% | 28.75%-8.7pp | 109.44%-89.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $10,168 | $2,571+295.5% | $3,653+178.3% | $2,177+367.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $566 | $624-9.2% | $5,795-90.2% | $847-33.1% |