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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,060 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,685 | $40,435-63.7% | $80,648-81.8% | $74,473-80.3% |
| Participation rate | 97.9% | 47.4%+50.5pp | 67.0%+30.9pp | 70.7%+27.2pp |
| Annual return | 567.54% | 165.22%+402.3pp | 937.21%-369.7pp | 34.36%+533.2pp |
| Employer contribution / active EE | $1,266 | $1,498-15.5% | $2,724-53.5% | $2,638-52.0% |
| Participant deferral / active EE | $2,565 | $2,673-4.0% | $4,443-42.3% | $4,530-43.4% |
| Admin fee / account holder | $48 | $721-93.4% | $5,382-99.1% | $347-86.3% |