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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1+ years Service code 10 · EIN 36-3168081 | Accounting | $9,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $8,223 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $484 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,338 | $57,108+219.3% | $94,229+93.5% | $52,331+248.4% |
| Participation rate | 97.7% | 72.9%+24.7pp | 78.8%+18.9pp | 68.1%+29.6pp |
| Annual return | 0.42% | 1.47%-1.0pp | 10.68%-10.3pp | 4.54%-4.1pp |
| Employer contribution / active EE | $5,573 | $1,735+221.1% | $3,587+55.4% | $1,882+196.1% |
| Participant deferral / active EE | $6,976 | $3,040+129.5% | $4,320+61.5% | $3,022+130.8% |
| Admin fee / account holder | $86 | $546-84.3% | $6,269-98.6% | $592-85.5% |