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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $50,920 |
Service code 27 · EIN 55-0846628 | Advisory (Plan) | $14,608 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $12,354 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $118,390 | $89,123+32.8% | $102,460+15.5% | $77,762+52.2% |
| Participation rate | 98.9% | 80.9%+17.9pp | 76.5%+22.3pp | 70.6%+28.3pp |
| Annual return | 13.56% | 25.05%-11.5pp | 29.47%-15.9pp | 31.27%-17.7pp |
| Employer contribution / active EE | $4,181 | $2,700+54.9% | $3,025+38.2% | $2,728+53.3% |
| Participant deferral / active EE | $4,246 | $5,148-17.5% | $5,056-16.0% | $4,651-8.7% |
| Admin fee / account holder | $232 | $236-1.8% | $9,460-97.6% | $433-46.5% |