See peer percentile detail. $4.99 for your first month.
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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 | Direct payment from the plan; Securit... | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,384 | $119,446-31.0% | $150,045-45.1% | $85,563-3.7% |
| Participation rate | 67.4% | 75.4%-8.0pp | 82.3%-14.9pp | 66.0%+1.4pp |
| Annual return | 22.98% | 23.72%-0.7pp | 62.55%-39.6pp | 31.51%-8.5pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $14,902 | $7,985+86.6% | $7,997+86.3% | $4,375+240.6% |
| Admin fee / account holder | $141 | $548-74.3% | $13,435-99.0% | $834-83.1% |