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| Provider | Service type | Compensation |
|---|---|---|
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW AND CO PC Service code 10 · EIN 38-2492570 | Accounting | $29,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,514 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $61 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,497 | $86,929-2.8% | $102,423-17.5% | $80,856+4.5% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.5pp | 67.6%-3.6pp |
| Annual return | 9.72% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $9,890 | $2,369+317.4% | $3,023+227.1% | $2,755+259.0% |
| Participant deferral / active EE | $6,695 | $4,118+62.6% | $5,053+32.5% | $4,296+55.8% |
| Admin fee / account holder | $107 | $8,049-98.7% | $9,451-98.9% | $6,918-98.4% |