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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 58-2608124 | Consulting | $445,945 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Share... | $234,089 |
Service code 16 · EIN 26-2827068 | Consulting | $13,812 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $20 |
NATIONAL FINANCIAL SERVICES9+ 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 | $74,986 | $50,169+49.5% | $149,740-49.9% | $80,187-6.5% |
| Participation rate | 79.2% | 64.3%+14.9pp | 78.8%+0.4pp | 72.9%+6.2pp |
| Annual return | 16.58% | 29.82%-13.2pp | 134.51%-117.9pp | 40.40%-23.8pp |
| Employer contribution / active EE | $1,563 | $1,869-16.4% | $4,821-67.6% | $2,980-47.6% |
| Participant deferral / active EE | $4,959 | $3,194+55.2% | $5,683-12.8% | $5,016-1.1% |
| Admin fee / account holder | $131 | $153-14.4% | $13,222-99.0% | $145-9.8% |