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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,736,828 |
PUGH & COMPANY, PC4 years Filed as: PUGH & COMPANY PC Service code 10 · EIN 62-1142155 | Accounting | $41,250 |
Service code 26 · EIN 47-3813588 | Advisory (Participants) | $41,116 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $23,842 |
Service code 26 · EIN 20-2317470 | Advisory (Participants) | $21,955 |
LARSON FINANCIAL GROUP LLC4 years Service code 26 · EIN 20-4773945 | Advisory (Participants) | $15,832 |
ALTIUM WEALTH MANAGEMENT LLC6+ years Service code 26 · EIN 27-2941375 | Advisory (Participants) | $11,551 |
HALLMARK CAPITAL MANAGEMENT, INC6+ years Filed as: HALLMARK CAPITAL MANAGEMENT IN Service code 26 · EIN 22-3737470 | Advisory (Participants) | $9,523 |
FINANCIAL ARCHITECTS INC4 years Service code 26 · EIN 22-2921395 | Advisory (Participants) | $8,957 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,071 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,311 | $66,513+11.7% | $178,490-58.4% | $106,222-30.0% |
| Participation rate | 71.6% | 73.8%-2.2pp | 81.9%-10.3pp | 70.8%+0.8pp |
| Annual return | 12.65% | 21.81%-9.2pp | 151.07%-138.4pp | 21.69%-9.0pp |
| Employer contribution / active EE | $917 | $1,776-48.4% | $5,011-81.7% | $2,723-66.3% |
| Participant deferral / active EE | $6,483 | $3,679+76.2% | $5,202+24.6% | $4,600+40.9% |
| Admin fee / account holder | $173 | $53+223.2% | $13,984-98.8% | $78+120.5% |