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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FINDEC BENEFIT SERVICES Service code 15 · EIN 85-3986400 | Recordkeeping | $5,477 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO Service code 33 | Other investment fees and expenses; S... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 16 · EIN 82-3967259 | Consulting | $0 |
Filed as: FINDEC WEALTH SERVICES Service code 27 · EIN 85-3994987 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,643 | $54,350-41.8% | $82,719-61.7% | $68,494-53.8% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -20.16% | -13.67%-6.5pp | 701.18%-721.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,892 | $2,218-14.7% | $3,009-37.1% | $2,596-27.1% |
| Participant deferral / active EE | $2,190 | $3,246-32.5% | $4,395-50.2% | $4,027-45.6% |
| Admin fee / account holder | $738 | $4,395-83.2% | $5,329-86.2% | $5,403-86.3% |