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| Provider | Service type | Compensation |
|---|---|---|
ENZA FINANCIAL LLC1 year Filed as: ENZA FINANCIAL, LLC Service code 28 · EIN 47-1337968 | Investment Management | $25,987 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $10,200 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,017 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $586 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $197,674 | $155,795+26.9% | $136,298+45.0% | $69,631+183.9% |
| Participation rate | 98.3% | 75.2%+23.0pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 14.91% | 232464.33%-232449.4pp | 5156.27%-5141.4pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $6,208 | $2,991+107.6% | $4,696+32.2% | $2,032+205.5% |
| Participant deferral / active EE | $9,429 | $5,394+74.8% | $6,247+50.9% | $3,224+192.5% |
| Admin fee / account holder | $105 | $128-17.8% | $9,244-98.9% | $110-4.5% |