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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $101,967 |
HAROLD R KELLMAN1+ years Service code 28 · EIN 10-8384042 | Investment Management | $32,631 |
WEALTH ARCHITECTS1+ years Filed as: WEALTH ARCHITECTS LLC Service code 26 · EIN 20-3052198 | Advisory (Participants) | $24,134 |
BINGHAM OSBORN & SCARBOROUGH1+ years Service code 26 · EIN 94-3241802 | Advisory (Participants) | $9,572 |
BUCKINGHAM STRATEGIC PARTNERS1+ years Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 26 · EIN 20-8306720 | Advisory (Participants) | $8,995 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $5,251 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,977 | $88,324+177.4% | $115,038+113.0% | $55,191+343.9% |
| Participation rate | 99.8% | 72.5%+27.2pp | 81.4%+18.4pp | 69.2%+30.6pp |
| Annual return | -0.93% | 6.30%-7.2pp | 26.14%-27.1pp | 10.78%-11.7pp |
| Employer contribution / active EE | $18,357 | $2,805+554.5% | $4,608+298.4% | $1,899+866.8% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $315 | $105+198.9% | $8,175-96.1% | $91+247.0% |