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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $342,972 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $229,658 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $14,251 |
FOULSTON SIEFKIN LLP7 years Service code 29 · EIN 48-0572027 | Legal | $13,612 |
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 | $136,851 | $104,544+30.9% | $96,544+41.8% | $80,169+70.7% |
| Participation rate | 97.7% | 86.4%+11.3pp | 76.0%+21.7pp | 72.9%+24.7pp |
| Annual return | 17.04% | 21.79%-4.8pp | 25.88%-8.8pp | 40.39%-23.4pp |
| Employer contribution / active EE | $6,308 | $3,527+78.8% | $2,966+112.6% | $2,978+111.8% |
| Participant deferral / active EE | $8,733 | $6,170+41.5% | $4,851+80.0% | $5,016+74.1% |
| Admin fee / account holder | $145 | $107+35.7% | $8,254-98.2% | $1450% |