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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 94-3383736 | Investment Management | $102,987 |
SHEA LABAGH DOBBERSTEIN2+ years Service code 10 · EIN 94-2290202 | Accounting | $25,068 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $121,988 | $107,378+13.6% | $108,582+12.3% | $57,658+111.6% |
| Participation rate | 94.4% | 77.1%+17.3pp | 79.6%+14.9pp | 70.2%+24.2pp |
| Annual return | 8.43% | 12.80%-4.4pp | -51.70%+60.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $4,953 | $1,782+178.0% | $3,758+31.8% | $1,974+150.9% |
| Participant deferral / active EE | $5,333 | $3,221+65.6% | $4,311+23.7% | $3,061+74.2% |
| Admin fee / account holder | $440 | $108+306.0% | $7,645-94.2% | $95+365.9% |