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| Provider | Service type | Compensation |
|---|---|---|
ADVISORNET FINANCIAL1 year Filed as: ADVISORNET WEALTH MANAGEMENT Service code 26 · EIN 41-1378662 | Advisory (Participants) | $5,319 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $844 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,691 | $137,414+185.0% | $189,537+106.7% | $85,847+356.3% |
| Participation rate | 91.3% | 84.6%+6.7pp | 87.8%+3.5pp | 69.3%+22.0pp |
| Annual return | 10.69% | 38.14%-27.5pp | 555.34%-544.6pp | 318.61%-307.9pp |
| Employer contribution / active EE | $6,753 | $4,344+55.4% | $6,161+9.6% | $2,565+163.2% |
| Participant deferral / active EE | $14,161 | $6,260+126.2% | $8,220+72.3% | $3,952+258.3% |
| Admin fee / account holder | $67 | $8,630-99.2% | $12,048-99.4% | $6,261-98.9% |