Filed December 16, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $56,988 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $44,958 |
HCJ CPAS & ADVISORS PLLC2 years Filed as: HCJ CPAS AND ADVISORS PLLC Service code 10 · EIN 71-0650689 | Accounting | $16,680 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,797 | $89,465+3.7% | $165,100-43.8% | $77,762+19.3% |
| Participation rate | 89.1% | 78.6%+10.5pp | 78.6%+10.5pp | 70.6%+18.6pp |
| Annual return | -33.59% | 28.86%-62.5pp | 70.21%-103.8pp | 31.27%-64.9pp |
| Employer contribution / active EE | $10,440 | $2,565+307.0% | $4,348+140.1% | $2,728+282.7% |
| Participant deferral / active EE | $2,832 | $4,904-42.3% | $6,035-53.1% | $4,651-39.1% |
| Admin fee / account holder | $157 | $340-53.8% | $12,696-98.8% | $433-63.7% |