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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $41,151 |
COHNREZNICK LLP3 years Service code 10 · EIN 33-4144829 | Accounting | $28,000 |
CHIMENTO AND WEBB PC8 years Service code 29 · EIN 47-1507939 | Legal | $22,003 |
FISHER INVESTMENTS8 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $11,377 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,197 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,572 | $110,258+77.4% | $102,460+90.9% | $200,096-2.3% |
| Participation rate | 97.8% | 86.3%+11.5pp | 76.5%+21.3pp | 72.0%+25.8pp |
| Annual return | 14.59% | 35.78%-21.2pp | 29.47%-14.9pp | 34.26%-19.7pp |
| Employer contribution / active EE | $6,345 | $3,605+76.0% | $3,025+109.7% | $3,038+108.9% |
| Participant deferral / active EE | $9,632 | $6,377+51.0% | $5,056+90.5% | $5,090+89.2% |
| Admin fee / account holder | $69 | $122-43.6% | $9,460-99.3% | $269-74.4% |