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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $106,448 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $30,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,994 | $110,282-81.0% | $102,434-79.5% | $199,960-89.5% |
| Participation rate | 94.2% | 86.3%+7.9pp | 76.5%+17.7pp | 72.0%+22.2pp |
| Annual return | 12.86% | 35.75%-22.9pp | 29.46%-16.6pp | 34.28%-21.4pp |
| Employer contribution / active EE | $730 | $3,603-79.7% | $3,023-75.9% | $3,036-76.0% |
| Participant deferral / active EE | $2,076 | $6,376-67.4% | $5,055-58.9% | $5,087-59.2% |
| Admin fee / account holder | $68 | $122-44.0% | $9,462-99.3% | $269-74.6% |