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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $186,640 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $39,375 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,618 | $107,415-52.9% | $135,982-62.8% | $80,169-36.9% |
| Participation rate | 97.7% | 78.0%+19.7pp | 81.9%+15.8pp | 72.9%+24.8pp |
| Annual return | 22.42% | 91.99%-69.6pp | 68.32%-45.9pp | 40.39%-18.0pp |
| Employer contribution / active EE | $4,577 | $3,878+18.0% | $4,859-5.8% | $2,978+53.7% |
| Participant deferral / active EE | $8,933 | $8,189+9.1% | $7,760+15.1% | $5,016+78.1% |
| Admin fee / account holder | $112 | $127-12.1% | $10,767-99.0% | $145-23.0% |