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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 | $70,956 |
MCADAM LLC1 year Service code 26 · EIN 47-1994636 | Advisory (Participants) | $10,880 |
AMERICAN FUNDS3 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $6,927 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,433 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,475 | $82,163+251.1% | $125,363+130.1% | $64,814+345.1% |
| Participation rate | 96.9% | 77.9%+19.0pp | 82.4%+14.5pp | 71.5%+25.4pp |
| Annual return | -16.92% | 3.49%-20.4pp | 572.15%-589.1pp | 32.84%-49.8pp |
| Employer contribution / active EE | $10,763 | $3,616+197.6% | $4,815+123.5% | $2,507+329.3% |
| Participant deferral / active EE | $11,080 | $7,175+54.4% | $7,447+48.8% | $4,310+157.0% |
| Admin fee / account holder | $121 | $163-26.0% | $10,005-98.8% | $188-35.7% |