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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 | $329,811 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $56,976 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $21,930 |
Filed as: STATE STREET GLOBAL ADVISORS T Service code 28 · EIN 81-4017137 | Investment Management | $7,939 |
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 | $143,247 | $110,282+29.9% | $102,434+39.8% | $199,960-28.4% |
| Participation rate | 98.0% | 86.3%+11.8pp | 76.5%+21.5pp | 72.0%+26.1pp |
| Annual return | 13.84% | 35.75%-21.9pp | 29.46%-15.6pp | 34.28%-20.4pp |
| Employer contribution / active EE | $6,625 | $3,603+83.9% | $3,023+119.2% | $3,036+118.2% |
| Participant deferral / active EE | $8,995 | $6,376+41.1% | $5,055+77.9% | $5,087+76.8% |
| Admin fee / account holder | $113 | $122-7.7% | $9,462-98.8% | $269-58.1% |