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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $35,430 |
OAKSTREET WEALTH MANAGEMENT3 years Service code 26 · EIN 82-1589061 | Advisory (Participants) | $10,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Other fee... | $8,062 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $51,475 | $93,010-44.7% | $96,538-46.7% | $74,473-30.9% |
| Participation rate | 30.4% | 71.6%-41.2pp | 74.3%-44.0pp | 70.7%-40.4pp |
| Annual return | 17.38% | 37.50%-20.1pp | 35.74%-18.4pp | 34.36%-17.0pp |
| Employer contribution / active EE | $487 | $3,427-85.8% | $3,740-87.0% | $2,638-81.6% |
| Participant deferral / active EE | $2,087 | $3,971-47.4% | $4,880-57.2% | $4,530-53.9% |
| Admin fee / account holder | $279 | $633-56.0% | $6,737-95.9% | $347-19.7% |