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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,121 |
Filed as: SILICON VALLEY ACCOUNTANCY COR Service code 10 · EIN 77-0573994 | Accounting | $23,166 |
WESPAC PLAN SERVICES, LLC11+ years Filed as: WESPAC ADVISORS, LLC Service code 28 · EIN 94-3231216 | Investment Management | $18,750 |
WESPAC PLAN SERVICES, LLC3 years Filed as: WESPAC ADVISORS LLC Service code 28 · EIN 26-2824668 | Investment Management | $6,250 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $263 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,384 | $110,483-25.4% | $145,433-43.4% | $79,634+3.5% |
| Participation rate | 67.4% | 71.1%-3.7pp | 82.1%-14.7pp | 62.5%+4.9pp |
| Annual return | 22.98% | 24.62%-1.6pp | 66.58%-43.6pp | 36.46%-13.5pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $14,902 | $7,216+106.5% | $7,897+88.7% | $3,835+288.6% |
| Admin fee / account holder | $141 | $680-79.3% | $13,129-98.9% | $1,002-85.9% |