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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $357,034 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $91,667 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $50,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-3123123 | Accounting | $25,800 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $18,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,121 | $104,631-33.9% | $98,462-29.8% | $80,187-13.8% |
| Participation rate | 94.9% | 87.5%+7.3pp | 75.2%+19.7pp | 72.9%+21.9pp |
| Annual return | 20.79% | 34.72%-13.9pp | 21.20%-0.4pp | 40.40%-19.6pp |
| Employer contribution / active EE | $2,930 | $4,517-35.1% | $3,049-3.9% | $2,980-1.7% |
| Participant deferral / active EE | $5,891 | $6,545-10.0% | $4,738+24.3% | $5,016+17.4% |
| Admin fee / account holder | $133 | $105+26.4% | $8,875-98.5% | $145-8.6% |