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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP2 years Filed as: APRIO WEALTH MANAGEMENT LLC Service code 26 · EIN 58-2484343 | Advisory (Participants) | $9,384 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $534 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,164 | $50,458+114.4% | $159,960-32.4% | $64,808+66.9% |
| Participation rate | 96.2% | 68.0%+28.2pp | 78.0%+18.3pp | 71.5%+24.8pp |
| Annual return | -18.22% | -13.42%-4.8pp | 408.60%-426.8pp | 32.82%-51.0pp |
| Employer contribution / active EE | $3,747 | $1,722+117.5% | $4,226-11.3% | $2,506+49.5% |
| Participant deferral / active EE | $8,742 | $4,004+118.4% | $6,182+41.4% | $4,310+102.8% |
| Admin fee / account holder | $25 | $706-96.5% | $8,698-99.7% | $188-86.8% |