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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 28 · EIN 81-3968784 | Investment Management | $40,659 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,619 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,707 | $78,781-0.1% | $100,530-21.7% | $73,412+7.2% |
| Participation rate | 85.3% | 80.0%+5.2pp | 79.4%+5.9pp | 72.2%+13.1pp |
| Annual return | 13.33% | 31.69%-18.4pp | 30.89%-17.6pp | 59.30%-46.0pp |
| Employer contribution / active EE | $2,670 | $2,420+10.3% | $3,418-21.9% | $2,234+19.5% |
| Participant deferral / active EE | $5,905 | $6,537-9.7% | $6,271-5.8% | $3,806+55.2% |
| Admin fee / account holder | $193 | $145+33.0% | $8,083-97.6% | $158+22.4% |