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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $61,275 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,694 |
Service code 26 · EIN 83-4557699 | Advisory (Participants) | $17,424 |
GREGG DESMOND HACKETHAL1 year Service code 26 · EIN 27-0835311 | Advisory (Participants) | $7,097 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,419 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,592 | $73,863+334.0% | $143,797+122.9% | $68,490+368.1% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -15.86% | 0.91%-16.8pp | -0.04%-15.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $12,332 | $3,185+287.2% | $4,952+149.0% | $2,597+374.9% |
| Participant deferral / active EE | $8,867 | $3,385+162.0% | $5,638+57.3% | $4,028+120.2% |
| Admin fee / account holder | $944 | $5,756-83.6% | $14,679-93.6% | $5,403-82.5% |