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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $98,610 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $9,982 |
FISHER INVESTMENTS1+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $8,137 |
LINSCOMB & WILLIAMS1+ years Service code 26 · EIN 74-1939813 | Advisory (Participants) | $5,505 |
DINNUZZO INDEX ADVISORS INC1+ years Service code 26 · EIN 23-2934855 | Advisory (Participants) | $5,439 |
AMERICAN FUNDS1+ years Filed as: FORT PITT CAPITAL GROUP Service code 26 · EIN 25-1768797 | Advisory (Participants) | $5,339 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $87,885 | $55,516+58.3% | $75,784+16.0% | $59,188+48.5% |
| Participation rate | 99.1% | 73.6%+25.5pp | 75.8%+23.3pp | 69.4%+29.7pp |
| Annual return | 10.22% | -1.89%+12.1pp | 9.68%+0.5pp | 5.51%+4.7pp |
| Employer contribution / active EE | $7,394 | $2,604+184.0% | $3,323+122.5% | $2,098+252.4% |
| Participant deferral / active EE | $5,960 | $2,599+129.3% | $3,652+63.2% | $3,265+82.6% |
| Admin fee / account holder | $45 | $110-58.8% | $5,300-99.1% | $92-50.9% |