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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $37,461 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $50 |
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 | $30,135 | $37,213-19.0% | $156,551-80.8% | $63,975-52.9% |
| Participation rate | 71.2% | 65.0%+6.2pp | 84.0%-12.8pp | 71.1%+0.1pp |
| Annual return | 10.03% | 47.89%-37.9pp | 32.23%-22.2pp | 48.65%-38.6pp |
| Employer contribution / active EE | $790 | $1,357-41.8% | $5,501-85.6% | $2,182-63.8% |
| Participant deferral / active EE | $2,038 | $2,070-1.6% | $4,871-58.2% | $3,356-39.3% |
| Admin fee / account holder | $23 | $56-59.0% | $13,028-99.8% | $70-67.2% |