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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $336,836 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 28 · EIN 13-2638166 | Investment Management | $43,516 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $22,200 |
MERCER1 year Filed as: MERCER US INC Service code 28 · EIN 13-2834414 | Investment Management | $19,109 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $559 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI 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 | $151,186 | $142,386+6.2% | $152,466-0.8% | $93,030+62.5% |
| Participation rate | 95.3% | 85.6%+9.7pp | 78.2%+17.1pp | 73.9%+21.4pp |
| Annual return | 14.29% | 18.07%-3.8pp | 757.33%-743.0pp | 158.70%-144.4pp |
| Employer contribution / active EE | $6,273 | $5,485+14.4% | $4,327+45.0% | $2,706+131.8% |
| Participant deferral / active EE | $7,368 | $6,872+7.2% | $5,820+26.6% | $4,562+61.5% |
| Admin fee / account holder | $248 | $108+130.1% | $15,805-98.4% | $152+63.7% |