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| Provider | Service type | Compensation |
|---|---|---|
EMERY HOWARD PORTFOLIO MANAGEMENT5+ years Service code 28 · EIN 94-3383736 | Investment Management | $64,335 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $26,890 |
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $21,115 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,555 | $56,972+129.2% | $182,532-28.5% | $65,185+100.3% |
| Participation rate | 97.0% | 66.5%+30.5pp | 78.0%+19.1pp | 70.2%+26.8pp |
| Annual return | 20.44% | 27.67%-7.2pp | 148.54%-128.1pp | 29.38%-8.9pp |
| Employer contribution / active EE | $4,569 | $1,615+183.0% | $4,076+12.1% | $2,177+109.9% |
| Participant deferral / active EE | $5,500 | $3,526+56.0% | $5,524-0.4% | $3,514+56.5% |
| Admin fee / account holder | $653 | $528+23.7% | $8,592-92.4% | $847-22.9% |