Filed November 10, 2025 (most recent of 3 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $152,116 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 28 · EIN 26-1429809 | Investment Management | $92,050 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $47,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $206 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,250 | $100,227+8.0% | $169,993-36.3% | $74,419+45.5% |
| Participation rate | 95.7% | 87.3%+8.4pp | 87.0%+8.7pp | 70.7%+25.0pp |
| Annual return | 22.56% | 66.08%-43.5pp | 53.37%-30.8pp | 34.38%-11.8pp |
| Employer contribution / active EE | $2,482 | $4,263-41.8% | $6,785-63.4% | $2,637-5.9% |
| Participant deferral / active EE | $6,943 | $7,143-2.8% | $10,408-33.3% | $4,528+53.3% |
| Admin fee / account holder | $283 | $234+20.6% | $12,815-97.8% | $348-18.7% |