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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $10,372 |
CHARLES SCHWAB & CO., INC.5 years Service code 19 · EIN 94-1737782 | Securities Custodian | $1,874 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,153 | $47,163-84.8% | $149,696-95.2% | $74,460-90.4% |
| Participation rate | 49.9% | 63.4%-13.6pp | 78.8%-28.9pp | 70.7%-20.9pp |
| Annual return | 12.99% | 22.75%-9.8pp | 134.46%-121.5pp | 34.38%-21.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,162 | $2,730-57.4% | $5,682-79.5% | $4,530-74.3% |
| Admin fee / account holder | $41 | $343-87.9% | $13,212-99.7% | $348-88.1% |