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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,251 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,022 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,171 | $80,177-67.4% | $123,894-78.9% | $57,658-54.6% |
| Participation rate | 52.3% | 74.4%-22.1pp | 81.4%-29.1pp | 70.2%-17.9pp |
| Annual return | 0.00% | 17.90%-17.9pp | 47.52%-47.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $2,376 | $2,913-18.4% | $4,617-48.5% | $1,974+20.4% |
| Participant deferral / active EE | $6,830 | $5,130+33.1% | $5,984+14.1% | $3,061+123.2% |
| Admin fee / account holder | $60 | $106-44.0% | $8,357-99.3% | $95-37.0% |