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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 | Securities brokerage commissions and ... | $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 | $101,653+79.2% | $147,080+23.8% | $74,459+144.6% |
| Participation rate | 90.7% | 75.6%+15.2pp | 82.2%+8.5pp | 67.2%+23.5pp |
| Annual return | 15.46% | 8754.98%-8739.5pp | 420.17%-404.7pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,907 | $7,304+21.9% | $8,066+10.4% | $4,350+104.8% |
| Admin fee / account holder | $425 | $1,752-75.7% | $12,989-96.7% | $1,945-78.1% |