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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,733 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,681 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,446 | $57,921-44.0% | $84,753-61.7% | $57,658-43.7% |
| Participation rate | 92.4% | 72.9%+19.5pp | 76.6%+15.8pp | 70.2%+22.2pp |
| Annual return | 6.42% | 10.24%-3.8pp | 22.78%-16.4pp | 5.13%+1.3pp |
| Employer contribution / active EE | $3,935 | $2,598+51.4% | $3,574+10.1% | $1,974+99.4% |
| Participant deferral / active EE | $2,713 | $2,742-1.1% | $3,712-26.9% | $3,061-11.4% |
| Admin fee / account holder | $97 | $130-25.1% | $5,333-98.2% | $95+2.7% |