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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SFG Service code 50 | Direct Payment | $29,345 |
CHARLES SCHWAB & CO., INC.4 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,436 | $69,383-36.0% | $101,271-56.1% | $73,493-39.5% |
| Participation rate | 96.3% | 68.4%+27.9pp | 75.8%+20.5pp | 70.7%+25.6pp |
| Annual return | 23.18% | 18.46%+4.7pp | 46.48%-23.3pp | 28.51%-5.3pp |
| Employer contribution / active EE | $3,639 | $2,628+38.4% | $3,660-0.6% | $2,270+60.3% |
| Participant deferral / active EE | $8,015 | $3,301+142.8% | $4,371+83.4% | $3,740+114.3% |
| Admin fee / account holder | $101 | $704-85.6% | $5,948-98.3% | $513-80.3% |