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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $7,876 |
Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $674 |
Service code 33 · EIN 45-1833999 | Securities brokerage | $316 |
Filed as: CHARLES SCHWAB Service code 33 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,806 | $41,467+0.8% | $67,313-37.9% | $55,725-25.0% |
| Participation rate | 71.0% | 62.5%+8.5pp | 69.1%+2.0pp | 70.9%+0.2pp |
| Annual return | -4.68% | 0.82%-5.5pp | -4.08%-0.6pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,420 | $1,316+7.9% | $2,566-44.7% | $2,078-31.7% |
| Participant deferral / active EE | $4,280 | $2,399+78.4% | $3,568+19.9% | $3,356+27.6% |
| Admin fee / account holder | $141 | $102+38.0% | $4,507-96.9% | $115+22.3% |