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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 | $149,382 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP INVESTMENT A Service code 28 · EIN 46-4255096 | Investment Management | $60,450 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $137 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,299 | $42,332+99.1% | $80,569+4.6% | - |
| Participation rate | 68.2% | 51.1%+17.1pp | 67.0%+1.2pp | - |
| Annual return | 20.43% | 49.00%-28.6pp | 935.43%-915.0pp | - |
| Employer contribution / active EE | $3,566 | $1,076+231.4% | $2,723+30.9% | - |
| Participant deferral / active EE | $8,516 | $3,616+135.5% | $4,447+91.5% | - |
| Admin fee / account holder | $167 | $1,582-89.5% | $5,377-96.9% | - |