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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $187,529 |
Service code 16 · EIN 20-4751585 | Consulting | $18,574 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $307 |
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 | $53,631 | $67,512-20.6% | $185,851-71.1% | $93,010-42.3% |
| Participation rate | 95.2% | 67.1%+28.1pp | 81.7%+13.5pp | 73.9%+21.3pp |
| Annual return | 13.61% | 21.04%-7.4pp | 122.11%-108.5pp | 158.70%-145.1pp |
| Employer contribution / active EE | $1,566 | $1,783-12.2% | $5,168-69.7% | $2,705-42.1% |
| Participant deferral / active EE | $4,462 | $3,035+47.0% | $5,569-19.9% | $4,561-2.2% |
| Admin fee / account holder | $111 | $318-64.9% | $16,245-99.3% | $152-26.5% |