Filed April 26, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS WEALTH ADVISORS Service code 26 · EIN 43-1815436 | Advisory (Participants) | $121,471 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $68,172 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $23,927 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $183,728 | $191,016-3.8% | $152,301+20.6% | $89,670+104.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 82.4%+17.6pp | 71.2%+28.8pp |
| Annual return | 18.68% | 16.37%+2.3pp | 80.50%-61.8pp | 19.66%-1.0pp |
| Employer contribution / active EE | $13,756 | $7,400+85.9% | $4,624+197.5% | $4,041+240.4% |
| Participant deferral / active EE | $16,493 | $9,699+70.1% | $8,004+106.1% | $3,962+316.2% |
| Admin fee / account holder | $37 | $215-83.0% | $14,398-99.7% | $352-89.6% |