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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $291,782 |
GERBER KAWASAKI WEALTH &4 years Service code 26 · EIN 27-2274173 | Advisory (Participants) | $7,506 |
HB WEALTH MANAGEMENT LLC1 year Service code 26 · EIN 87-2119854 | Advisory (Participants) | $5,661 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $65 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,098 | $66,459+122.8% | $81,286+82.2% | $77,714+90.6% |
| Participation rate | 98.6% | 68.7%+29.9pp | 69.5%+29.0pp | 70.6%+28.0pp |
| Annual return | 11.37% | 15.95%-4.6pp | 24.80%-13.4pp | 31.26%-19.9pp |
| Employer contribution / active EE | $6,502 | $2,156+201.5% | $2,463+164.0% | $2,727+138.5% |
| Participant deferral / active EE | $10,312 | $3,674+180.6% | $3,883+165.5% | $4,649+121.8% |
| Admin fee / account holder | $335 | $585-42.7% | $5,764-94.2% | $433-22.6% |