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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB Service code 27 | Advisory (Plan) | $25,154 |
DOUGHERTY & COMPANY2 years Service code 10 · EIN 95-3871065 | Accounting | $10,600 |
CALIFORNIA BENEFIT PLANNERS6 years Service code 17 · EIN 95-4568183 | Pension Consulting | $4,645 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,927 | $59,813-33.2% | $79,580-49.8% | $68,486-41.7% |
| Participation rate | 97.9% | 61.1%+36.8pp | 69.5%+28.4pp | 67.9%+30.0pp |
| Annual return | -11.41% | -12.30%+0.9pp | 0.15%-11.6pp | -7.85%-3.6pp |
| Employer contribution / active EE | $2,156 | $1,505+43.3% | $2,413-10.7% | $2,597-17.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $374 | $4,835-92.3% | $6,835-94.5% | $5,404-93.1% |