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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $43,033 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737782 | Securities Custodian | $6,542 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,402 | $48,313-35.0% | $73,309-57.2% | $52,331-40.0% |
| Participation rate | 93.2% | 68.6%+24.7pp | 74.9%+18.3pp | 68.1%+25.1pp |
| Annual return | -0.59% | 3.85%-4.4pp | 5.67%-6.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,281 | $1,661-22.9% | $3,237-60.4% | $1,882-31.9% |
| Participant deferral / active EE | $6,586 | $4,189+57.2% | $4,991+32.0% | $3,022+117.9% |
| Admin fee / account holder | $56 | $404-86.2% | $5,635-99.0% | $592-90.6% |