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 | Finders' fees / placement fees; Sales... | $365,758 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,032 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,294 | $67,512+32.3% | $185,823-51.9% | $93,030-4.0% |
| Participation rate | 87.2% | 67.1%+20.0pp | 81.7%+5.5pp | 73.9%+13.3pp |
| Annual return | 13.85% | 21.04%-7.2pp | 122.05%-108.2pp | 158.70%-144.9pp |
| Employer contribution / active EE | $3,546 | $1,783+98.9% | $5,167-31.4% | $2,706+31.1% |
| Participant deferral / active EE | $5,375 | $3,035+77.1% | $5,568-3.5% | $4,562+17.8% |
| Admin fee / account holder | $85 | $318-73.2% | $16,237-99.5% | $152-43.9% |