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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC2+ years Filed as: ABD RETIREMENT SERVICES INC. Service code 28 · EIN 80-0833114 | Investment Management | $56,923 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $9,996 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1,498 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $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 | $67,052 | $42,582+57.5% | $171,082-60.8% | $57,661+16.3% |
| Participation rate | 96.8% | 63.9%+32.8pp | 76.7%+20.1pp | 70.2%+26.5pp |
| Annual return | 12.03% | 308.67%-296.6pp | 32.56%-20.5pp | 5.13%+6.9pp |
| Employer contribution / active EE | $5,885 | $1,306+350.6% | $4,002+47.0% | $1,974+198.1% |
| Participant deferral / active EE | $11,677 | $2,933+298.1% | $4,797+143.4% | $3,061+281.5% |
| Admin fee / account holder | $85 | $82+3.0% | $8,520-99.0% | $95-10.3% |