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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $46,339 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,084 | $62,166-0.1% | $81,286-23.6% | $74,429-16.6% |
| Participation rate | 70.5% | 64.1%+6.4pp | 69.5%+0.9pp | 67.2%+3.3pp |
| Annual return | 14.75% | 16.50%-1.8pp | 24.80%-10.0pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $2,770 | $1,881+47.2% | $2,463+12.5% | $2,625+5.5% |
| Participant deferral / active EE | $3,388 | $3,223+5.1% | $3,883-12.7% | $4,348-22.1% |
| Admin fee / account holder | $297 | $1,925-84.6% | $5,764-94.8% | $1,944-84.7% |