Filed June 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $371,342 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,964 | $47,456+45.3% | $172,757-60.1% | $77,775-11.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 34.41% | 35.57%-1.2pp | 803.06%-768.6pp | 32.58%+1.8pp |
| Employer contribution / active EE | $3,808 | $1,574+141.9% | $5,144-26.0% | $2,504+52.1% |
| Participant deferral / active EE | $5,241 | $2,560+104.8% | $5,198+0.8% | $3,966+32.1% |
| Admin fee / account holder | $93 | $81+15.1% | $13,956-99.3% | $100-7.0% |