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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $151,252 |
Service code 28 · EIN 33-0818667 | Investment Management | $87,500 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER AND DEETER, LLC Service code 10 · EIN 58-1433845 | Accounting | $17,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,643 | $78,044+30.2% | $117,498-13.5% | $78,044+30.2% |
| Participation rate | 18.6% | 74.4%-55.8pp | 70.6%-52.0pp | 74.4%-55.8pp |
| Annual return | -16.14% | 10.87%-27.0pp | 29.75%-45.9pp | 10.87%-27.0pp |
| Employer contribution / active EE | $631 | $3,125-79.8% | $4,178-84.9% | $3,125-79.8% |
| Participant deferral / active EE | $1,439 | $5,084-71.7% | $4,071-64.6% | $5,084-71.7% |
| Admin fee / account holder | $139 | $79+76.1% | $5,646-97.5% | $79+76.1% |