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| Provider | Service type | Compensation |
|---|---|---|
CORPORATE PENSION CONSULTANTS8+ years Service code 10 · EIN 77-0116716 14125 CAPRI DRIVE, SUITE 9 · LOS GATOS, CA 95032 | Accounting | $79,145 |
SLOY DAHL & HOLST7 years Filed as: SLOY, DAHL & HOLST, INC. Service code 28 · EIN 93-0989022 829 NW 19TH AVENUE · PORTLAND, OR 97209 | Investment Management | $77,293 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 8181 EAST TUFTS AVENUE · DENVER, CO 80237 | Accounting | $25,000 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 2309 GRACY FARMS LN · AUSTIN, TX 78758 | Custodial (other than securities) | $14,454 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,584 | $64,176-5.6% | $112,249-46.0% | $66,938-9.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -33.08% | -13.80%-19.3pp | 27.48%-60.6pp | 1.58%-34.7pp |
| Employer contribution / active EE | $11,341 | $3,007+277.2% | $3,636+211.9% | $2,545+345.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1,004 | $626+60.4% | $6,412-84.3% | $594+69.1% |