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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST CO Service code 65 211 MAIN STREET · SAN FRANCISCO, CA 941051901 | Account Maintenance | $0 |
E.R.I.S.A., INC.2 years Service code 99 · EIN 36-3180571 5215 OLD ORCHARD RD, SUITE 1200 · SKOKIE, IL 60077 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,393 | $71,666-8.8% | $117,861-44.5% | $69,631-6.1% |
| Participation rate | 90.1% | 77.5%+12.6pp | 79.7%+10.5pp | 70.7%+19.4pp |
| Annual return | 14.05% | 18.86%-4.8pp | 335.11%-321.1pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $2,886 | $1,889+52.8% | $3,786-23.8% | $2,032+42.0% |
| Participant deferral / active EE | $3,682 | $3,340+10.3% | $4,482-17.8% | $3,224+14.2% |
| Admin fee / account holder | $290 | $120+141.4% | $8,021-96.4% | $110+163.0% |