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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 | $106,110-33.9% | $147,005-52.3% | $77,671-9.7% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 19.11% | 56.77%-37.7pp | 418.76%-399.7pp | 31.21%-12.1pp |
| Employer contribution / active EE | $5,888 | $4,065+44.8% | $4,934+19.3% | $2,726+115.9% |
| Participant deferral / active EE | $11,082 | $7,992+38.7% | $8,070+37.3% | $4,648+138.4% |
| Admin fee / account holder | $111 | $338-67.2% | $13,006-99.1% | $430-74.2% |