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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $242,117 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $81,158 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 10 · EIN 38-3123123 | Accounting | $8,024 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $77 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $53,106 | $82,279-35.5% | $78,002-31.9% | $63,975-17.0% |
| Participation rate | 91.2% | 84.7%+6.5pp | 75.5%+15.6pp | 71.1%+20.0pp |
| Annual return | 13.95% | 11.20%+2.8pp | 425.99%-412.0pp | 48.65%-34.7pp |
| Employer contribution / active EE | $1,957 | $3,297-40.6% | $2,470-20.8% | $2,182-10.3% |
| Participant deferral / active EE | $3,559 | $4,538-21.6% | $3,497+1.8% | $3,356+6.0% |
| Admin fee / account holder | $120 | $81+47.6% | $5,481-97.8% | $70+70.6% |