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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $17,152 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant 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 | $6,784 | $79,223-91.4% | $102,460-93.4% | $74,478-90.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.19% | 54.98%-43.8pp | 29.47%-18.3pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $878 | $2,363-62.9% | $3,025-71.0% | $2,626-66.6% |
| Participant deferral / active EE | $518 | $4,417-88.3% | $5,056-89.8% | $4,350-88.1% |
| Admin fee / account holder | $104 | $2,003-94.8% | $9,460-98.9% | $1,946-94.6% |