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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $87,384 |
Filed as: GUYASUTA INVESTMENT ADVISROS I Service code 26 · EIN 25-1737681 | Advisory (Participants) | $34,196 |
Service code 28 · EIN 47-1411118 | Investment Management | $33,750 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $28,228 |
CATANESE GROUP2 years Filed as: CATANESE GROUP A PROFESSIONAL Service code 10 · EIN 25-1685380 | Accounting | $20,000 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $9,333 |
RKL LLP2 years Filed as: RKL WEALTH MANAGEMENT LLC Service code 26 · EIN 23-3016440 | Advisory (Participants) | $7,562 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $1,337 |
Filed as: CHARLES SCHWAB & CO., INC.AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $372,130 | $106,264+250.2% | $147,117+152.9% | $77,762+378.6% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 18.26% | 56.94%-38.7pp | 420.54%-402.3pp | 31.27%-13.0pp |
| Employer contribution / active EE | $13,715 | $4,074+236.6% | $4,932+178.0% | $2,728+402.7% |
| Participant deferral / active EE | $11,934 | $8,003+49.1% | $8,065+48.0% | $4,651+156.6% |
| Admin fee / account holder | $170 | $334-49.3% | $12,993-98.7% | $433-60.8% |