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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 | $91,185 |
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 28 · EIN 27-3055170 | Investment Management | $71,944 |
MIZE HOUSER & COMPANY1 year Filed as: MIZE CPAS INC Service code 10 · EIN 48-0882363 | Accounting | $17,400 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $435 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,454 | $44,626+91.5% | $86,209-0.9% | $80,149+6.6% |
| Participation rate | 25.5% | 63.5%-38.0pp | 69.0%-43.5pp | 72.9%-47.4pp |
| Annual return | 14.67% | 19.61%-4.9pp | 1169.05%-1154.4pp | 40.39%-25.7pp |
| Employer contribution / active EE | $542 | $1,099-50.7% | $2,381-77.2% | $2,977-81.8% |
| Participant deferral / active EE | $1,003 | $2,769-63.8% | $3,986-74.8% | $5,015-80.0% |
| Admin fee / account holder | $193 | $133+44.8% | $6,853-97.2% | $145+33.1% |