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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $5,109 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $255 |
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 | $120,740 | $52,293+130.9% | $178,503-32.4% | $73,412+64.5% |
| Participation rate | 95.8% | 65.3%+30.4pp | 81.9%+13.9pp | 72.2%+23.6pp |
| Annual return | 11.75% | 34.75%-23.0pp | 151.12%-139.4pp | 59.30%-47.5pp |
| Employer contribution / active EE | $5,172 | $1,736+197.9% | $5,011+3.2% | $2,234+131.5% |
| Participant deferral / active EE | $6,170 | $2,333+164.4% | $5,202+18.6% | $3,806+62.1% |
| Admin fee / account holder | $11 | $127-91.1% | $13,987-99.9% | $158-92.8% |