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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 80-0655250 | Investment Management | $46,875 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,404 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $21,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,437 | $69,305+69.4% | $82,312+42.7% | $69,631+68.7% |
| Participation rate | 91.9% | 80.3%+11.7pp | 76.9%+15.0pp | 70.7%+21.2pp |
| Annual return | 16.43% | 21.47%-5.0pp | 25.88%-9.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $4,393 | $1,887+132.9% | $2,428+80.9% | $2,032+116.2% |
| Participant deferral / active EE | $6,447 | $3,568+80.7% | $3,706+74.0% | $3,224+100.0% |
| Admin fee / account holder | $103 | $97+5.9% | $5,608-98.2% | $110-6.8% |