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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-0380670 | Advisory (Plan) | $11,416 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,622 |
Service code 19 | Securities Custodian | $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 | $37,758 | $54,729-31.0% | $86,235-56.2% | $71,529-47.2% |
| Participation rate | 91.9% | 60.1%+31.7pp | 69.0%+22.9pp | 67.9%+23.9pp |
| Annual return | 16.85% | 20.07%-3.2pp | 1170.03%-1153.2pp | 28.97%-12.1pp |
| Employer contribution / active EE | $1,244 | $1,267-1.8% | $2,381-47.7% | $2,590-52.0% |
| Participant deferral / active EE | $1,922 | $3,110-38.2% | $3,987-51.8% | $4,291-55.2% |
| Admin fee / account holder | $99 | $1,921-94.8% | $6,856-98.6% | $1,588-93.7% |