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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 58-2608124 | Consulting | $448,310 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $261,460 |
Service code 16 · EIN 26-2827068 | Consulting | $13,995 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,658 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $66,527 | $45,000+47.8% | $143,801-53.7% | $77,906-14.6% |
| Participation rate | 84.4% | 66.8%+17.6pp | 80.3%+4.1pp | 73.7%+10.7pp |
| Annual return | -16.57% | 29.03%-45.6pp | -0.04%-16.5pp | 12.16%-28.7pp |
| Employer contribution / active EE | $1,556 | $1,870-16.8% | $4,952-68.6% | $2,846-45.3% |
| Participant deferral / active EE | $5,118 | $3,157+62.1% | $5,639-9.2% | $4,805+6.5% |
| Admin fee / account holder | $140 | $98+42.2% | $14,680-99.0% | $133+5.5% |