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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $113,063 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 28 · EIN 81-3968784 | Investment Management | $75,000 |
COHEN & COMPANY6 years Filed as: COHEN AND COMPANY LTD Service code 10 · EIN 34-1912961 | Accounting | $22,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,008 | $83,436+17.5% | $122,979-20.3% | $83,436+17.5% |
| Participation rate | 98.3% | 73.2%+25.2pp | 77.2%+21.1pp | 73.2%+25.2pp |
| Annual return | 8.43% | 19.34%-10.9pp | 20.12%-11.7pp | 19.34%-10.9pp |
| Employer contribution / active EE | $2,057 | $4,072-49.5% | $3,062-32.8% | $4,072-49.5% |
| Participant deferral / active EE | $6,730 | $3,411+97.3% | $5,003+34.5% | $3,411+97.3% |
| Admin fee / account holder | $130 | $265-51.1% | $12,864-99.0% | $265-51.1% |