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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $2,743,737 |
TRINET4 years Filed as: TRINET HR CORPORATION Service code 14 · EIN 48-1304650 | Plan Administrator | $101,912 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $63,913 |
MAYER HOFFMAN MCCANN P.C.4 years Service code 10 · EIN 43-1947695 | Accounting | $32,500 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $4,905 |
AMERICAN FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
BIARD FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,158 | $81,961+10.0% | $141,200-36.1% | $89,609+0.6% |
| Participation rate | 71.8% | 64.9%+7.0pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 21.40% | 36.14%-14.7pp | 71.41%-50.0pp | 33.65%-12.3pp |
| Employer contribution / active EE | $3,568 | $2,268+57.3% | $4,736-24.7% | $2,584+38.1% |
| Participant deferral / active EE | $8,123 | $5,316+52.8% | $6,710+21.1% | $4,222+92.4% |
| Admin fee / account holder | $182 | $68+167.4% | $10,265-98.2% | $72+154.1% |