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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,693 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 28 · EIN 47-0784180 | Investment Management | $55,397 |
MARINER LLC8 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $19,356 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $77 |
CHARLES SCHWAB & CO., INC.3 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 | $211,211 | $161,888+30.5% | $147,318+43.4% | $100,573+110.0% |
| Participation rate | 98.7% | 78.1%+20.6pp | 82.1%+16.6pp | 70.9%+27.8pp |
| Annual return | 28.72% | 22.84%+5.9pp | 70.43%-41.7pp | 18.89%+9.8pp |
| Employer contribution / active EE | $2,635 | $5,949-55.7% | $4,593-42.6% | $3,763-30.0% |
| Participant deferral / active EE | $11,073 | $9,384+18.0% | $7,906+40.1% | $4,921+125.0% |
| Admin fee / account holder | $52 | $198-73.6% | $13,708-99.6% | $454-88.5% |