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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,410 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 28 · EIN 47-0784180 | Investment Management | $48,068 |
MARINER LLC7 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $17,082 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $370 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $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 | $185,732 | $122,219+52.0% | $147,096+26.3% | $199,921-7.1% |
| Participation rate | 98.8% | 78.3%+20.6pp | 82.2%+16.6pp | 72.0%+26.8pp |
| Annual return | 36.96% | 30.59%+6.4pp | 419.75%-382.8pp | 34.28%+2.7pp |
| Employer contribution / active EE | $2,438 | $4,096-40.5% | $4,936-50.6% | $3,035-19.7% |
| Participant deferral / active EE | $10,083 | $8,503+18.6% | $8,071+24.9% | $5,089+98.2% |
| Admin fee / account holder | $52 | $179-71.0% | $13,005-99.6% | $269-80.7% |