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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $34,829 |
OAKSTREET WEALTH MANAGEMENT2 years Service code 26 · EIN 82-1589061 | Advisory (Participants) | $10,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $6,399 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
Service code 18 · EIN 94-1737782 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,987 | $106,236-60.5% | $112,263-62.6% | $64,824-35.2% |
| Participation rate | 32.1% | 71.7%-39.6pp | 75.1%-43.0pp | 71.5%-39.4pp |
| Annual return | -17.44% | -6.02%-11.4pp | 27.49%-44.9pp | 32.84%-50.3pp |
| Employer contribution / active EE | $546 | $3,167-82.7% | $3,636-85.0% | $2,507-78.2% |
| Participant deferral / active EE | $2,157 | $3,786-43.0% | $4,729-54.4% | $4,311-50.0% |
| Admin fee / account holder | $278 | $452-38.3% | $6,410-95.7% | $188+48.2% |