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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 | $26,336 |
WESPAC PLAN SERVICES, LLC8+ years Filed as: WESPAC ADVISORS, LLC Service code 28 · EIN 26-2824668 | Investment Management | $25,000 |
Filed as: SILICON VALLEY ACCOUNTANCY COR Service code 10 · EIN 77-0573994 | Accounting | $22,275 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $113 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $43,043 | $82,188-47.6% | $125,391-65.7% | $64,824-33.6% |
| Participation rate | 67.9% | 77.9%-10.0pp | 82.4%-14.4pp | 71.5%-3.5pp |
| Annual return | -16.05% | 3.50%-19.5pp | 572.41%-588.5pp | 32.84%-48.9pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $10,901 | $7,177+51.9% | $7,448+46.4% | $4,311+152.8% |
| Admin fee / account holder | $115 | $163-29.8% | $10,009-98.9% | $188-39.0% |