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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1+ years Filed as: BDO SEIDMAN, LLP Service code 10 · EIN 13-5381590 | Accounting | $51,437 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $43,612 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 28 · EIN 22-3189064 | Investment Management | $32,500 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $27,273 |
THE PFE GROUP1+ years Filed as: PFE CONSULTANTS, INC. Service code 28 · EIN 04-3549179 | Investment Management | $21,230 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $7,865 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,905 | $86,791-26.4% | $115,038-44.4% | $59,188+8.0% |
| Participation rate | 93.3% | 72.8%+20.4pp | 81.4%+11.9pp | 69.4%+23.9pp |
| Annual return | 0.69% | 4.44%-3.7pp | 26.14%-25.4pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,525 | $2,950-14.4% | $4,608-45.2% | $2,098+20.4% |
| Participant deferral / active EE | $8,286 | $5,298+56.4% | $6,026+37.5% | $3,265+153.8% |
| Admin fee / account holder | $58 | $95-39.1% | $8,175-99.3% | $92-37.3% |