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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $10,156 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $2,266 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $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 | $8,662 | $50,860-83.0% | $155,574-94.4% | $77,714-88.9% |
| Participation rate | 51.1% | 63.1%-12.1pp | 78.2%-27.2pp | 70.6%-19.5pp |
| Annual return | 11.56% | 34.86%-23.3pp | 64.87%-53.3pp | 31.26%-19.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,244 | $2,825-56.0% | $5,629-77.9% | $4,649-73.2% |
| Admin fee / account holder | $41 | $436-90.7% | $15,914-99.7% | $433-90.6% |