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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,934 |
Filed as: VALLEY FORGE INVESTMENT CONSUL Service code 28 · EIN 23-2748550 | Investment Management | $52,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,787 | $95,438-15.4% | $135,982-40.6% | $74,473+8.5% |
| Participation rate | 97.1% | 78.2%+18.9pp | 81.9%+15.2pp | 70.7%+26.4pp |
| Annual return | 19.06% | 32.61%-13.5pp | 68.32%-49.3pp | 34.36%-15.3pp |
| Employer contribution / active EE | $4,978 | $3,878+28.4% | $4,859+2.4% | $2,638+88.7% |
| Participant deferral / active EE | $10,576 | $7,790+35.8% | $7,760+36.3% | $4,530+133.5% |
| Admin fee / account holder | $123 | $259-52.4% | $10,767-98.9% | $347-64.5% |