Filed February 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3 years Service code 15 · EIN 37-0899315 | Recordkeeping | $9,484 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $1,573 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,020 | $42,548+205.6% | $74,551+74.4% | $56,289+131.0% |
| Participation rate | 60.5% | 60.5%0pp | 69.1%-8.6pp | 69.9%-9.3pp |
| Annual return | -4.35% | 12.40%-16.7pp | 32.53%-36.9pp | -9.96%+5.6pp |
| Employer contribution / active EE | $751 | $855-12.2% | $1,961-61.7% | $2,111-64.4% |
| Participant deferral / active EE | $2,923 | $2,277+28.4% | $3,108-6.0% | $3,350-12.7% |
| Admin fee / account holder | $15 | $467-96.7% | $5,059-99.7% | $521-97.1% |