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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $118,460 |
Filed as: LOCKTON COMPANIES, LLC Service code 28 · EIN 20-3354970 | Investment Management | $36,694 |
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $25,540 |
Service code 28 · EIN 20-8874282 | Investment Management | $12,231 |
WIPFLI LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $9,600 |
360 FINANCIAL INC5 years Service code 28 · EIN 41-1823831 | Investment Management | $9,312 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $246 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,748 | $56,540+80.0% | $185,849-45.3% | $86,821+17.2% |
| Participation rate | 97.6% | 65.5%+32.1pp | 81.7%+15.9pp | 72.3%+25.3pp |
| Annual return | 13.35% | 118.20%-104.9pp | 122.10%-108.7pp | 97.94%-84.6pp |
| Employer contribution / active EE | $4,627 | $1,844+150.8% | $5,169-10.5% | $2,406+92.3% |
| Participant deferral / active EE | $6,629 | $2,555+159.4% | $5,569+19.0% | $4,132+60.4% |
| Admin fee / account holder | $185 | $150+23.8% | $16,244-98.9% | $170+9.2% |