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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SFG Service code 50 | Direct Payment | $19,566 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 59 | Shareholder Servicing | $0 |
Filed as: PLAN DESIGN CONSULTANTS Service code 70 · EIN 94-2936206 | Consulting Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,598 | $63,114-53.1% | $92,903-68.1% | $65,185-54.6% |
| Participation rate | 94.8% | 68.8%+26.0pp | 76.0%+18.8pp | 70.2%+24.6pp |
| Annual return | 31.83% | 28.75%+3.1pp | 109.43%-77.6pp | 29.38%+2.5pp |
| Employer contribution / active EE | $3,344 | $2,571+30.1% | $3,653-8.5% | $2,177+53.6% |
| Participant deferral / active EE | $7,303 | $3,108+135.0% | $4,238+72.3% | $3,514+107.8% |
| Admin fee / account holder | $65 | $624-89.6% | $5,795-98.9% | $847-92.4% |