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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 | $82,296 |
Filed as: ONE DIGITAL Service code 28 · EIN 43-1451524 | Investment Management | $56,793 |
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 | $70,147 | $106,264-34.0% | $147,117-52.3% | $77,762-9.8% |
| Participation rate | 96.7% | 78.4%+18.2pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 19.11% | 56.94%-37.8pp | 420.54%-401.4pp | 31.27%-12.2pp |
| Employer contribution / active EE | $5,888 | $4,074+44.5% | $4,932+19.4% | $2,728+115.8% |
| Participant deferral / active EE | $11,082 | $8,003+38.5% | $8,065+37.4% | $4,651+138.3% |
| Admin fee / account holder | $111 | $334-66.8% | $12,993-99.1% | $433-74.4% |