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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 17 12651 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Pension Consulting | $15,000 |
LANCE SOLL & LUNGHARD LLP2 years Filed as: LANCE, SOLL & LUNGHARD, LLP Service code 10 · EIN 95-2700123 | Accounting | $13,900 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $7,862 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant loan ... | $7,486 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $104,214 | $72,404+43.9% | $110,243-5.5% | $64,173+62.4% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -3.87% | -6.29%+2.4pp | 314.76%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $417 | $2,282-81.7% | $3,827-89.1% | $2,381-82.5% |
| Participant deferral / active EE | $2,649 | $3,469-23.6% | $4,672-43.3% | $3,470-23.6% |
| Admin fee / account holder | $598 | $5,664-89.4% | $8,548-93.0% | $4,887-87.8% |