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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $298,485 |
Service code 16 · EIN 58-2608124 | Consulting | $289,529 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $200 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $44,936 | $45,382-1.0% | $154,110-70.8% | $75,289-40.3% |
| Participation rate | 87.9% | 65.9%+22.0pp | 83.0%+4.8pp | 72.4%+15.5pp |
| Annual return | -4.46% | -0.47%-4.0pp | 735.22%-739.7pp | -0.04%-4.4pp |
| Employer contribution / active EE | $1,305 | $1,533-14.8% | $5,298-75.4% | $2,405-45.7% |
| Participant deferral / active EE | $4,056 | $2,384+70.1% | $5,081-20.2% | $3,739+8.5% |
| Admin fee / account holder | $125 | $89+39.4% | $13,412-99.1% | $102+21.7% |