Filed October 14, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $990,513 |
BDO USA, LLP9 years Filed as: BDO Service code 50 100 SE 2ND STREET · MIAMI, FL 33131 | Direct Payment | $45,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,550 |
ECEB LAW2 years Service code 50 25 SE 2ND AVENUE · MIAMI, FL 33131 | Direct Payment | $5,355 |
Service code 33 · EIN 84-1737782 | Shareholder servicing fees; Direct pa... | $4,343 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,018 | $166,271-62.7% | $107,187-42.1% | $166,271-62.7% |
| Participation rate | 39.7% | 79.1%-39.4pp | 75.0%-35.4pp | 79.1%-39.4pp |
| Annual return | 23.85% | 15.58%+8.3pp | 204.55%-180.7pp | 15.58%+8.3pp |
| Employer contribution / active EE | $1,524 | $4,136-63.2% | $3,782-59.7% | $4,136-63.2% |
| Participant deferral / active EE | $2,980 | $7,214-58.7% | $5,096-41.5% | $7,214-58.7% |
| Admin fee / account holder | $71 | $445-83.9% | $9,162-99.2% | $445-83.9% |