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| Provider | Service type | Compensation |
|---|---|---|
VASQUEZ & COMPANY LLP1 year Filed as: VASQUEZ AND COMPANY Service code 10 · EIN 33-0700332 | Accounting | $14,700 |
Service code 15 · EIN 16-1450962 | Recordkeeping | $5,251 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,698 | $164,139-89.8% | $155,567-89.3% | - |
| Participation rate | 89.9% | 62.7%+27.2pp | 78.2%+11.7pp | - |
| Annual return | 15.67% | 19.45%-3.8pp | 64.74%-49.1pp | - |
| Employer contribution / active EE | $2,166 | $2,490-13.0% | $4,674-53.7% | - |
| Participant deferral / active EE | $3,149 | $2,914+8.1% | $5,628-44.0% | - |
| Admin fee / account holder | $125 | $96,217-99.9% | $15,916-99.2% | - |