Filed October 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,121 |
ELLWOOD ASSOCIATES1+ years Filed as: J.H. ELLWOOD & ASSOCIATES, INC Service code 28 · EIN 36-3121777 | Investment Management | $17,641 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,473 | $41,854+238.0% | $73,836+91.6% | $52,331+170.3% |
| Participation rate | 92.4% | 66.2%+26.1pp | 73.4%+18.9pp | 68.1%+24.2pp |
| Annual return | -0.41% | 2.11%-2.5pp | 2268.06%-2268.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,043 | $1,920+6.4% | $2,787-26.7% | $1,882+8.6% |
| Participant deferral / active EE | $5,262 | $2,498+110.6% | $3,583+46.8% | $3,022+74.1% |
| Admin fee / account holder | $412 | $493-16.5% | $4,882-91.6% | $592-30.4% |