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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $10,200 |
Service code 28 · EIN 87-0404982 | Investment Management | $8,000 |
JANSON, JEFFREY1 year Service code 28 · EIN 37-8663471 | Investment Management | $7,500 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $165,915 | $65,376+153.8% | $87,102+90.5% | $65,185+154.5% |
| Participation rate | 99.0% | 75.3%+23.7pp | 76.9%+22.2pp | 70.2%+28.8pp |
| Annual return | 19.10% | 31.27%-12.2pp | 28.19%-9.1pp | 29.38%-10.3pp |
| Employer contribution / active EE | $2,216 | $1,822+21.6% | $2,521-12.1% | $2,177+1.8% |
| Participant deferral / active EE | $6,708 | $3,388+98.0% | $4,048+65.7% | $3,514+90.9% |
| Admin fee / account holder | $110 | $520-78.7% | $7,491-98.5% | $847-87.0% |