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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $187,002 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,408 | $37,213-47.8% | $156,551-87.6% | $63,975-69.7% |
| Participation rate | 79.0% | 65.0%+14.0pp | 84.0%-5.0pp | 71.1%+7.9pp |
| Annual return | 6.75% | 47.89%-41.1pp | 32.23%-25.5pp | 48.65%-41.9pp |
| Employer contribution / active EE | $834 | $1,357-38.5% | $5,501-84.8% | $2,182-61.8% |
| Participant deferral / active EE | $978 | $2,070-52.8% | $4,871-79.9% | $3,356-70.9% |
| Admin fee / account holder | $86 | $56+52.3% | $13,028-99.3% | $70+21.8% |