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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $47,900 |
CHIMENTO AND WEBB PC5 years Service code 29 · EIN 47-1507939 | Legal | $41,125 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,777 |
FISHER INVESTMENTS5 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $9,069 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $171 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $201,157 | $144,879+38.8% | $111,319+80.7% | $93,010+116.3% |
| Participation rate | 97.1% | 86.1%+11.0pp | 77.3%+19.8pp | 73.9%+23.2pp |
| Annual return | 15.06% | 18.11%-3.0pp | 54.68%-39.6pp | 158.70%-143.6pp |
| Employer contribution / active EE | $5,984 | $3,052+96.0% | $2,732+119.1% | $2,705+121.2% |
| Participant deferral / active EE | $9,495 | $5,576+70.3% | $4,488+111.6% | $4,561+108.2% |
| Admin fee / account holder | $78 | $104-24.8% | $7,966-99.0% | $152-48.7% |