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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $283,692 |
AFS ADVISORS, LLC3 years Filed as: AFS ADVISORS LCC Service code 28 · EIN 27-4398433 | Investment Management | $20,000 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $15,750 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,613 | $114,195-41.7% | $106,554-37.5% | $93,010-28.4% |
| Participation rate | 72.1% | 86.4%-14.3pp | 76.1%-4.0pp | 73.9%-1.8pp |
| Annual return | 18.13% | 22.18%-4.0pp | 26.80%-8.7pp | 158.70%-140.6pp |
| Employer contribution / active EE | $2,261 | $4,009-43.6% | $2,819-19.8% | $2,705-16.4% |
| Participant deferral / active EE | $3,386 | $5,908-42.7% | $4,398-23.0% | $4,561-25.8% |
| Admin fee / account holder | $75 | $105-28.7% | $7,408-99.0% | $152-50.8% |