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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $177,581 |
Filed as: PENSIONMARK FINANCIAL GROUP LL Service code 10 · EIN 61-1758632 | Accounting | $13,970 |
MELTON & MELTON LLP2 years Service code 10 · EIN 74-1550819 | Accounting | $12,625 |
Service code 26 · EIN 76-0266967 | Advisory (Participants) | $11,919 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $774 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO., INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,639 | $46,423+28.5% | $75,886-21.4% | $67,579-11.7% |
| Participation rate | 85.8% | 63.1%+22.7pp | 69.3%+16.5pp | 71.3%+14.5pp |
| Annual return | 17.37% | 32.29%-14.9pp | 30.76%-13.4pp | 378.56%-361.2pp |
| Employer contribution / active EE | $2,256 | $1,406+60.4% | $2,500-9.8% | $2,148+5.0% |
| Participant deferral / active EE | $2,751 | $2,564+7.3% | $3,603-23.6% | $3,539-22.3% |
| Admin fee / account holder | $241 | $132+83.2% | $5,418-95.5% | $142+69.7% |