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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $54,338 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,211 |
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 | $30,983 | $59,535-48.0% | $90,161-65.6% | $62,293-50.3% |
| Participation rate | 87.4% | 73.0%+14.4pp | 76.9%+10.6pp | 69.5%+17.9pp |
| Annual return | 18.18% | 23.53%-5.4pp | 34.89%-16.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,782 | $1,826-2.4% | $3,318-46.3% | $2,042-12.7% |
| Participant deferral / active EE | $5,259 | $4,639+13.4% | $5,287-0.5% | $3,169+65.9% |
| Admin fee / account holder | $80 | $337-76.4% | $5,943-98.7% | $479-83.4% |