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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 17 · EIN 33-0962367 5832 BOLSA AVENUE, SUITE 100 · HUNTINGTON BEACH, CA 92649 | Pension Consulting | $15,425 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $11,104 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: THE CHARLES SCHWAB COMPANY Service code 33 · EIN 94-3025021 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Other f... | $25 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,234 | $80,211+15.0% | $74,184+24.3% | $63,975+44.2% |
| Participation rate | 82.2% | 84.2%-2.0pp | 76.6%+5.5pp | 71.1%+11.0pp |
| Annual return | 8.60% | 14.13%-5.5pp | 17.74%-9.1pp | 48.65%-40.0pp |
| Employer contribution / active EE | $1,787 | $2,553-30.0% | $2,370-24.6% | $2,182-18.1% |
| Participant deferral / active EE | $6,046 | $4,370+38.4% | $3,550+70.3% | $3,356+80.1% |
| Admin fee / account holder | $68 | $67+0.9% | $5,586-98.8% | $70-3.7% |