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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $3,304,734 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $43,630 |
Service code 26 · EIN 47-3813588 | Advisory (Participants) | $38,089 |
Service code 26 · EIN 20-2317470 | Advisory (Participants) | $19,539 |
LARSON FINANCIAL GROUP LLC3 years Service code 26 · EIN 20-4773945 | Advisory (Participants) | $14,781 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $12,320 |
ALTIUM WEALTH MANAGEMENT LLC5+ years Service code 26 · EIN 27-2941375 | Advisory (Participants) | $9,654 |
C G HUGHES COMPANY LLC5+ years Service code 26 · EIN 11-3452427 | Advisory (Participants) | $9,103 |
HALLMARK CAPITAL MANAGEMENT, INC5+ years Filed as: HALLMARK CAPITAL MANAGEMENT IN Service code 26 · EIN 22-3737470 | Advisory (Participants) | $8,383 |
FINANCIAL ARCHITECTS INC3 years Service code 26 · EIN 22-2921395 | Advisory (Participants) | $8,261 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,064 | $58,202+11.8% | $172,739-62.3% | $89,569-27.4% |
| Participation rate | 72.1% | 72.8%-0.7pp | 82.6%-10.6pp | 69.6%+2.5pp |
| Annual return | 20.82% | 61.59%-40.8pp | 802.84%-782.0pp | 34.56%-13.7pp |
| Employer contribution / active EE | $935 | $1,759-46.8% | $5,143-81.8% | $2,584-63.8% |
| Participant deferral / active EE | $6,353 | $3,335+90.5% | $5,198+22.2% | $4,220+50.5% |
| Admin fee / account holder | $168 | $53+219.7% | $13,954-98.8% | $72+134.6% |