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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,429 |
FISHER INVESTMENTS6+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $18,405 |
Service code 26 · EIN 83-0572702 | Advisory (Participants) | $13,575 |
LINSCOMB & WILLIAMS6+ years Service code 26 · EIN 74-1939813 | Advisory (Participants) | $9,922 |
AMERICAN FUNDS2 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $9,833 |
Service code 26 · EIN 23-2934855 | Advisory (Participants) | $7,455 |
STRATEGIC INCOME GROUP1 year Filed as: STRATEGIC INCOME GROUP LLC Service code 26 · EIN 90-0802002 | Advisory (Participants) | $5,909 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $4,862 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,967 | $81,719+82.3% | $101,275+47.1% | $90,274+65.0% |
| Participation rate | 99.1% | 80.7%+18.4pp | 75.8%+23.3pp | 73.4%+25.7pp |
| Annual return | 18.87% | 337.64%-318.8pp | 46.46%-27.6pp | 53.97%-35.1pp |
| Employer contribution / active EE | $10,729 | $3,622+196.2% | $3,660+193.1% | $2,523+325.2% |
| Participant deferral / active EE | $10,555 | $3,310+218.9% | $4,370+141.5% | $4,231+149.5% |
| Admin fee / account holder | $17 | $162-89.2% | $5,948-99.7% | $114-84.7% |