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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $356,847 |
AFS ADVISORS, LLC2 years Filed as: AFS ADVISORS LCC Service code 28 · EIN 27-4398433 | Investment Management | $18,625 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $17,700 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,244 | $105,190-44.6% | $98,907-41.1% | $90,288-35.5% |
| Participation rate | 71.2% | 86.4%-15.1pp | 76.0%-4.8pp | 73.4%-2.1pp |
| Annual return | 14.96% | 18.52%-3.6pp | 196.43%-181.5pp | 53.97%-39.0pp |
| Employer contribution / active EE | $1,979 | $3,831-48.3% | $2,689-26.4% | $2,524-21.6% |
| Participant deferral / active EE | $2,890 | $5,616-48.5% | $4,244-31.9% | $4,232-31.7% |
| Admin fee / account holder | $98 | $97+0.3% | $6,642-98.5% | $114-14.4% |