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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $1,167,424 |
Service code 28 · EIN 36-4001764 | Investment Management | $108,686 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $57,225 |
Filed as: CHARLES SCHWAB & CO, I NC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $15,974 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $67,888 | $46,969+44.5% | $154,110-55.9% | $73,367-7.5% |
| Participation rate | 98.0% | 72.4%+25.6pp | 83.0%+15.0pp | 69.5%+28.6pp |
| Annual return | -4.42% | 821.68%-826.1pp | 735.22%-739.6pp | 173.45%-177.9pp |
| Employer contribution / active EE | $2,922 | $1,723+69.6% | $5,298-44.8% | $2,499+16.9% |
| Participant deferral / active EE | $5,073 | $3,162+60.4% | $5,081-0.2% | $4,033+25.8% |
| Admin fee / account holder | $71 | $47+52.4% | $13,412-99.5% | $68+3.9% |