See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,378 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $12,400 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,519 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $6,519 |
Service code 28 · EIN 13-3124172 | Investment Management | $5,688 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $81 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $160,659 | $104,475+53.8% | $159,436+0.8% | $79,386+102.4% |
| Participation rate | 69.5% | 76.6%-7.1pp | 82.8%-13.3pp | 70.7%-1.2pp |
| Annual return | 14.21% | 67.95%-53.7pp | 263.57%-249.4pp | 116.85%-102.6pp |
| Employer contribution / active EE | $10,719 | $3,417+213.7% | $4,829+122.0% | $2,427+341.6% |
| Participant deferral / active EE | $5,850 | $6,467-9.6% | $7,352-20.4% | $4,046+44.6% |
| Admin fee / account holder | $254 | $711-64.3% | $10,799-97.7% | $626-59.5% |