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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA FINANCIAL INC Service code 28 · EIN 47-1566880 | Investment Management | $75,549 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,453 |
CHARLES SCHWAB & CO., INC.4 years Service code 50 · EIN 94-1737782 | Direct Payment | $938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,191 | $138,347+101.1% | $184,203+51.0% | $80,856+244.1% |
| Participation rate | 84.4% | 83.9%+0.6pp | 86.8%-2.4pp | 67.6%+16.8pp |
| Annual return | 16.87% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,055 | $4,850-37.0% | $6,427-52.5% | $2,755+10.9% |
| Participant deferral / active EE | $14,626 | $7,071+106.9% | $9,131+60.2% | $4,296+240.5% |
| Admin fee / account holder | $696 | $10,483-93.4% | $13,901-95.0% | $6,918-89.9% |