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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 | $287,326 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 10 · EIN 38-3123123 | Accounting | $100,179 |
Service code 28 · EIN 20-8874282 | Investment Management | $75,000 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB& CO.,INC 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 | $70,273 | $105,190-33.2% | $98,920-29.0% | $90,274-22.2% |
| Participation rate | 93.4% | 86.4%+7.1pp | 76.0%+17.4pp | 73.4%+20.1pp |
| Annual return | 18.60% | 18.52%+0.1pp | 196.47%-177.9pp | 53.97%-35.4pp |
| Employer contribution / active EE | $2,304 | $3,831-39.8% | $2,689-14.3% | $2,523-8.7% |
| Participant deferral / active EE | $4,528 | $5,616-19.4% | $4,245+6.7% | $4,231+7.0% |
| Admin fee / account holder | $129 | $97+32.4% | $6,643-98.1% | $114+13.0% |