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| Provider | Service type | Compensation |
|---|---|---|
SOUND FINANCIAL SOLUTIONS INC6+ years Service code 27 · EIN 22-3436692 | Advisory (Plan) | $148,341 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $16,131 |
WISS & COMPANY, LLP1 year Service code 10 · EIN 22-1732349 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,512 | $46,219+46.1% | $89,391-24.5% | $90,288-25.2% |
| Participation rate | 46.3% | 44.9%+1.4pp | 68.0%-21.6pp | 73.4%-27.0pp |
| Annual return | 15.31% | 25.71%-10.4pp | 245.62%-230.3pp | 53.97%-38.7pp |
| Employer contribution / active EE | $1,207 | $953+26.7% | $2,586-53.3% | $2,524-52.2% |
| Participant deferral / active EE | $2,910 | $2,136+36.2% | $3,890-25.2% | $4,232-31.2% |
| Admin fee / account holder | $228 | $147+55.1% | $4,881-95.3% | $114+99.7% |