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| Provider | Service type | Compensation |
|---|---|---|
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $69,079 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 28 · EIN 22-3189064 | Investment Management | $65,000 |
BDO USA, LLP2+ years Filed as: BDO SEIDMAN, LLP Service code 10 · EIN 13-5381590 | Accounting | $53,681 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,031 |
THE PFE GROUP2+ years Filed as: PFE CONSULTANTS, INC. Service code 28 · EIN 04-3549179 | Investment Management | $17,689 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $8,200 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $7 |
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 | $69,472 | $85,635-18.9% | $123,894-43.9% | $63,975+8.6% |
| Participation rate | 95.9% | 74.9%+21.0pp | 81.4%+14.5pp | 71.1%+24.8pp |
| Annual return | 8.70% | 15.74%-7.0pp | 47.52%-38.8pp | 48.65%-40.0pp |
| Employer contribution / active EE | $2,490 | $3,076-19.1% | $4,617-46.1% | $2,182+14.1% |
| Participant deferral / active EE | $8,050 | $5,667+42.1% | $5,984+34.5% | $3,356+139.8% |
| Admin fee / account holder | $83 | $75+10.2% | $8,357-99.0% | $70+17.2% |