Filed October 7, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $37,150 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $300 |
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 | $112,269 | $52,960+112.0% | $86,681+29.5% | $80,187+40.0% |
| Participation rate | 95.6% | 62.4%+33.2pp | 71.7%+23.9pp | 72.9%+22.7pp |
| Annual return | 19.65% | 24.84%-5.2pp | 593.32%-573.7pp | 40.40%-20.8pp |
| Employer contribution / active EE | $0 | $2,138-100.0% | $3,026-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $15,610 | $3,226+383.9% | $4,440+251.6% | $5,016+211.2% |
| Admin fee / account holder | $16 | $113-86.0% | $5,620-99.7% | $145-89.1% |