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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $165,054 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY, US LLP Service code 10 · EIN 39-0859910 | Accounting | $8,313 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $215 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,589 | $26,906+102.9% | $61,373-11.1% | $77,904-29.9% |
| Participation rate | 62.1% | 33.4%+28.6pp | 52.6%+9.5pp | 73.7%-11.6pp |
| Annual return | -12.73% | -14.46%+1.7pp | 338.61%-351.3pp | 12.21%-24.9pp |
| Employer contribution / active EE | $1,768 | $521+239.4% | $1,159+52.5% | $2,848-37.9% |
| Participant deferral / active EE | $3,911 | $1,180+231.4% | $2,125+84.1% | $4,806-18.6% |
| Admin fee / account holder | $118 | $117+0.9% | $2,130-94.5% | $133-11.0% |