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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $260,673 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN,PLLC Service code 10 · EIN 38-1357951 | Accounting | $85,000 |
PLANTE & MORAN, PLLC4+ years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 28 · EIN 38-3123123 | Investment Management | $17,500 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $35 |
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 | $55,620 | $134,045-58.5% | $80,022-30.5% | $75,289-26.1% |
| Participation rate | 92.9% | 85.8%+7.2pp | 75.8%+17.1pp | 72.4%+20.5pp |
| Annual return | -1.26% | -0.56%-0.7pp | 11.22%-12.5pp | -0.04%-1.2pp |
| Employer contribution / active EE | $2,223 | $3,492-36.4% | $2,468-9.9% | $2,405-7.6% |
| Participant deferral / active EE | $4,242 | $4,976-14.8% | $3,686+15.1% | $3,739+13.5% |
| Admin fee / account holder | $116 | $124-6.4% | $6,521-98.2% | $102+13.3% |