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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS9 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $78,177 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,893 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $3,114 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,123 | $101,672+79.1% | $147,117+23.8% | $74,478+144.5% |
| Participation rate | 90.7% | 75.5%+15.2pp | 82.2%+8.5pp | 67.2%+23.5pp |
| Annual return | 15.46% | 8757.83%-8742.4pp | 420.54%-405.1pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,907 | $7,305+21.9% | $8,065+10.5% | $4,350+104.8% |
| Admin fee / account holder | $425 | $1,753-75.7% | $12,993-96.7% | $1,946-78.1% |