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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $142,205 |
FISHER INVESTMENTS9+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $30,509 |
AMERICAN FUNDS5 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $11,528 |
ABOUND WEALTH MANAGEMENT LLC3 years Service code 26 · EIN 81-4120898 | Advisory (Participants) | $10,065 |
TRUE WEALTH DESIGN LLC1 year Service code 26 · EIN 20-2387686 | Advisory (Participants) | $8,458 |
DINUZZO PRIVATE WEALTH INC4 years Service code 26 · EIN 23-2934855 | Advisory (Participants) | $8,431 |
LINSCOMB & WILLIAMS1 year Filed as: LINSCOMB & WILLIAMS INC Service code 26 · EIN 74-1939813 | Advisory (Participants) | $6,546 |
Service code 26 · EIN 59-3331424 | Advisory (Participants) | $5,975 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $5,046 |
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 | $164,953 | $88,479+86.4% | $96,543+70.9% | $80,187+105.7% |
| Participation rate | 98.2% | 79.9%+18.3pp | 74.3%+23.8pp | 72.9%+25.2pp |
| Annual return | 15.18% | 22.53%-7.3pp | 35.75%-20.6pp | 40.40%-25.2pp |
| Employer contribution / active EE | $13,176 | $4,177+215.4% | $3,741+252.2% | $2,980+342.2% |
| Participant deferral / active EE | $12,729 | $3,961+221.4% | $4,880+160.8% | $5,016+153.8% |
| Admin fee / account holder | $37 | $211-82.3% | $6,737-99.4% | $145-74.2% |