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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,977 |
Filed as: FINDEC BENEFIT SERVICES INC Service code 13 · EIN 85-3986400 | Contract Administrator | $1,032 |
Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $0 |
Filed as: CHARLES SCHWAB & CO. INC Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,511 | $42,917+1.4% | $60,899-28.6% | $68,495-36.5% |
| Participation rate | 98.9% | 66.8%+32.1pp | 73.1%+25.8pp | 67.9%+31.0pp |
| Annual return | -15.44% | -13.99%-1.5pp | 16.92%-32.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $8,704 | $1,979+339.9% | $2,702+222.1% | $2,596+235.2% |
| Participant deferral / active EE | $8,504 | $2,867+196.6% | $3,817+122.8% | $4,028+111.1% |
| Admin fee / account holder | $8 | $3,102-99.7% | $3,225-99.8% | $5,403-99.9% |