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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 | $106,332 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $26,045 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $14,700 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $78 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFI Service code 59 | 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 | $205,482 | $99,212+107.1% | $96,564+112.8% | $74,478+175.9% |
| Participation rate | 89.3% | 80.7%+8.6pp | 76.0%+13.3pp | 70.7%+18.6pp |
| Annual return | 18.88% | 22.40%-3.5pp | 25.89%-7.0pp | 34.37%-15.5pp |
| Employer contribution / active EE | $4,600 | $2,569+79.0% | $2,967+55.0% | $2,637+74.5% |
| Participant deferral / active EE | $18,477 | $4,938+274.2% | $4,852+280.8% | $4,530+307.9% |
| Admin fee / account holder | $128 | $225-43.2% | $8,256-98.5% | $347-63.2% |