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| Provider | Service type | Compensation |
|---|---|---|
CHIMENTO AND WEBB PC6 years Service code 29 · EIN 47-1507939 | Legal | $60,660 |
Filed as: PROCYON ADVISORS Service code 28 · EIN 82-1652002 | Investment Management | $54,000 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $49,350 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,043 |
FISHER INVESTMENTS6 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $8,390 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $1,186 |
CHARLES SCHWAB & CO., INC.8+ 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 | $153,024 | $130,052+17.7% | $86,717+76.5% | $77,906+96.4% |
| Participation rate | 97.5% | 85.9%+11.6pp | 76.6%+20.9pp | 73.7%+23.8pp |
| Annual return | -13.74% | -12.73%-1.0pp | 35.97%-49.7pp | 12.16%-25.9pp |
| Employer contribution / active EE | $6,516 | $3,214+102.8% | $2,837+129.7% | $2,846+128.9% |
| Participant deferral / active EE | $9,790 | $5,741+70.5% | $4,657+110.2% | $4,805+103.7% |
| Admin fee / account holder | $123 | $132-6.5% | $7,494-98.4% | $133-7.0% |