Filed June 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $322,955 |
Filed as: FIRST NATIONAL BANK Service code 28 · EIN 47-0259043 | Investment Management | $185,785 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $148,578 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $91,621 |
TRAVELLER & COMPANY LLC1 year Filed as: TRAVELLER AND COMPANY, LLC Service code 10 · EIN 87-0668060 | Accounting | $32,635 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $9,886 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,421 | $95,388-11.5% | $125,339-32.6% | $77,904+8.4% |
| Participation rate | 94.9% | 78.6%+16.3pp | 82.4%+12.5pp | 73.7%+21.2pp |
| Annual return | 57.70% | 116.19%-58.5pp | 572.05%-514.3pp | 12.21%+45.5pp |
| Employer contribution / active EE | $3,234 | $3,666-11.8% | $4,814-32.8% | $2,848+13.6% |
| Participant deferral / active EE | $10,076 | $7,711+30.7% | $7,446+35.3% | $4,806+109.7% |
| Admin fee / account holder | $173 | $119+45.6% | $10,010-98.3% | $133+30.6% |