Filed October 2, 2023
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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 | $167,577 |
AON CONSULTING9 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $109,950 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,198 | $122,585-50.9% | $184,256-67.3% | $200,096-69.9% |
| Participation rate | 96.9% | 86.9%+9.9pp | 86.8%+10.0pp | 72.0%+24.8pp |
| Annual return | 12.06% | 144.12%-132.1pp | 28.85%-16.8pp | 34.26%-22.2pp |
| Employer contribution / active EE | $1,826 | $4,571-60.0% | $6,427-71.6% | $3,038-39.9% |
| Participant deferral / active EE | $3,985 | $7,972-50.0% | $9,133-56.4% | $5,090-21.7% |
| Admin fee / account holder | $140 | $120+16.7% | $13,899-99.0% | $269-47.9% |