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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $285,058 |
BROUWER & JANACHOWSKI LLC2 years Service code 26 · EIN 26-1584455 | Advisory (Participants) | $5,984 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,492 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,941 | $60,545+61.8% | $92,240+6.2% | $69,631+40.7% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.5%+21.5pp | 70.7%+27.3pp |
| Annual return | 17.20% | 19.71%-2.5pp | 176.29%-159.1pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $4,774 | $2,633+81.3% | $3,680+29.7% | $2,032+134.9% |
| Participant deferral / active EE | $9,527 | $2,828+236.9% | $3,897+144.5% | $3,224+195.5% |
| Admin fee / account holder | $314 | $145+117.1% | $5,194-93.9% | $110+184.6% |