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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,168 |
BFSG LLC10+ years Service code 28 · EIN 20-8532658 | Investment Management | $35,000 |
REDWITZ INC4 years Service code 10 · EIN 33-0850406 | Accounting | $16,000 |
HIGHTOWER ADVISORS LLC4 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $6,211 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $14 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,353 | $106,028+124.8% | $146,958+62.2% | $77,643+207.0% |
| Participation rate | 86.4% | 78.4%+8.0pp | 82.2%+4.2pp | 70.6%+15.8pp |
| Annual return | 16.42% | 56.73%-40.3pp | 418.34%-401.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $2,200 | $4,063-45.8% | $4,933-55.4% | $2,726-19.3% |
| Participant deferral / active EE | $11,727 | $7,990+46.8% | $8,070+45.3% | $4,647+152.4% |
| Admin fee / account holder | $408 | $337+21.0% | $12,998-96.9% | $430-5.1% |