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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Sh... | $191,604 |
Service code 16 · EIN 20-4751585 | Consulting | $30,667 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $287 |
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 | $52,249 | $56,095-6.9% | $178,503-70.7% | $90,274-42.1% |
| Participation rate | 93.7% | 65.6%+28.1pp | 81.9%+11.7pp | 73.4%+20.3pp |
| Annual return | 28.41% | 28.81%-0.4pp | 151.12%-122.7pp | 53.97%-25.6pp |
| Employer contribution / active EE | $1,671 | $1,572+6.3% | $5,011-66.6% | $2,523-33.8% |
| Participant deferral / active EE | $4,123 | $2,669+54.5% | $5,202-20.7% | $4,231-2.5% |
| Admin fee / account holder | $129 | $101+28.0% | $13,987-99.1% | $114+12.9% |