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| Provider | Service type | Compensation |
|---|---|---|
ACCEL WEALTH MANAGEMENT4 years Filed as: THE ACCEL GROUP Service code 27 · EIN 47-2112548 | Advisory (Plan) | $31,429 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $18,941 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,543 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $4,528 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,306 | $72,254-60.8% | $86,677-67.3% | $64,808-56.3% |
| Participation rate | 88.7% | 80.4%+8.3pp | 76.6%+12.1pp | 71.5%+17.2pp |
| Annual return | -21.71% | 392.42%-414.1pp | 35.91%-57.6pp | 32.82%-54.5pp |
| Employer contribution / active EE | $1,994 | $2,393-16.6% | $2,836-29.7% | $2,506-20.4% |
| Participant deferral / active EE | $2,760 | $4,658-40.8% | $4,656-40.7% | $4,310-36.0% |
| Admin fee / account holder | $125 | $174-28.3% | $7,493-98.3% | $188-33.6% |