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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 11-2836994 | Recordkeeping | $12,149 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,973 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,973 | $75,284-85.4% | $91,004-87.9% | $69,631-84.2% |
| Participation rate | 86.6% | 80.4%+6.2pp | 75.6%+11.0pp | 70.7%+15.9pp |
| Annual return | 22.96% | 48.40%-25.4pp | 4.60%+18.4pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $1,061 | $2,473-57.1% | $2,456-56.8% | $2,032-47.8% |
| Participant deferral / active EE | $2,486 | $3,700-32.8% | $3,548-29.9% | $3,224-22.9% |
| Admin fee / account holder | $22 | $111-80.2% | $5,417-99.6% | $110-80.2% |