See peer percentile detail. $4.99 for your first month.
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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 | $248,976 |
MERCER1 year Filed as: MERCER CONSULTING Service code 28 · EIN 13-2834414 | Investment Management | $47,258 |
WARREN AVERETT, LLC5 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $15,750 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $612 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,784 | $102,872+71.8% | $180,183-1.9% | $102,872+71.8% |
| Participation rate | 97.3% | 73.0%+24.3pp | 77.4%+19.9pp | 73.0%+24.3pp |
| Annual return | 14.93% | 19.06%-4.1pp | 27.86%-12.9pp | 19.06%-4.1pp |
| Employer contribution / active EE | $7,397 | $3,526+109.8% | $5,039+46.8% | $3,526+109.8% |
| Participant deferral / active EE | $9,331 | $5,535+68.6% | $6,822+36.8% | $5,535+68.6% |
| Admin fee / account holder | $170 | $292-41.7% | $19,975-99.1% | $292-41.7% |