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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $93,816 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $50,000 |
Filed as: CBIZ INC Service code 10 · EIN 22-2769024 | Accounting | $39,785 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO. INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,637 | $72,303+102.8% | $86,717+69.1% | $64,829+126.2% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.6%+10.4pp | 71.5%+15.5pp |
| Annual return | -12.76% | 392.77%-405.5pp | 35.97%-48.7pp | 32.85%-45.6pp |
| Employer contribution / active EE | $3,012 | $2,393+25.9% | $2,837+6.1% | $2,507+20.1% |
| Participant deferral / active EE | $16,843 | $4,660+261.5% | $4,657+261.7% | $4,312+290.7% |
| Admin fee / account holder | $121 | $174-30.2% | $7,494-98.4% | $188-35.4% |