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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 | $191,463 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $13,312 |
FISHER INVESTMENTS3+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $10,810 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: CITY NATIONAL ROCHDALE LLC Service code 26 · EIN 13-3360819 | Advisory (Participants) | $9,924 |
LINSCOMB & WILLIAMS3+ years Service code 26 · EIN 74-1939813 | Advisory (Participants) | $7,448 |
AMERICAN FUNDS3+ years Filed as: FORT PITT CAPITAL GROUP Service code 26 · EIN 47-5006020 | Advisory (Participants) | $6,840 |
Filed as: DINUZZO INDEX ADVISORS INC Service code 26 · EIN 23-2934855 | Advisory (Participants) | $5,576 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $96,511 | $221,442-56.4% | $92,240+4.6% | $77,958+23.8% |
| Participation rate | 95.4% | 79.6%+15.8pp | 76.5%+18.9pp | 71.6%+23.8pp |
| Annual return | 38.73% | 15.65%+23.1pp | 176.29%-137.6pp | 20.87%+17.9pp |
| Employer contribution / active EE | $7,401 | $3,226+129.4% | $3,680+101.1% | $2,310+220.3% |
| Participant deferral / active EE | $5,629 | $2,779+102.5% | $3,897+44.4% | $3,537+59.2% |
| Admin fee / account holder | $50 | $210-76.1% | $5,194-99.0% | $97-48.5% |