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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,099 | $65,376-75.4% | $87,102-81.5% | $65,185-75.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 45.78% | 31.27%+14.5pp | 28.19%+17.6pp | 29.38%+16.4pp |
| Employer contribution / active EE | $3,145 | $1,822+72.6% | $2,521+24.8% | $2,177+44.5% |
| Participant deferral / active EE | $7,113 | $3,388+109.9% | $4,048+75.7% | $3,514+102.4% |
| Admin fee / account holder | $11 | $520-98.0% | $7,491-99.9% | $847-98.8% |