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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $616,371 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $66,055 |
BDG-CPAS2 years Filed as: BDG CPAS Service code 10 · EIN 22-2625944 | Accounting | $27,635 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $1,545 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $66,445 | $108,759-38.9% | $149,751-55.6% | $93,223-28.7% |
| Participation rate | 88.6% | 70.7%+17.9pp | 82.5%+6.1pp | 74.9%+13.7pp |
| Annual return | 18.90% | 19.53%-0.6pp | 276.71%-257.8pp | 19.29%-0.4pp |
| Employer contribution / active EE | $1,286 | $2,777-53.7% | $4,646-72.3% | $2,680-52.0% |
| Participant deferral / active EE | $7,317 | $6,149+19.0% | $6,843+6.9% | $4,563+60.4% |
| Admin fee / account holder | $55 | $81-31.5% | $9,312-99.4% | $79-30.2% |