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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC2+ years Service code 11 · EIN 11-2836994 | Actuarial | $458,347 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $78,559 |
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 | $89,126 | $96,458-7.6% | $136,298-34.6% | $77,958+14.3% |
| Participation rate | 91.9% | 75.4%+16.6pp | 81.9%+10.0pp | 71.6%+20.3pp |
| Annual return | 18.96% | 23.78%-4.8pp | 5156.27%-5137.3pp | 20.87%-1.9pp |
| Employer contribution / active EE | $2,250 | $3,144-28.4% | $4,696-52.1% | $2,310-2.6% |
| Participant deferral / active EE | $6,905 | $5,902+17.0% | $6,247+10.5% | $3,537+95.2% |
| Admin fee / account holder | $89 | $80+11.0% | $9,244-99.0% | $97-8.3% |