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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 | $143,622 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $85,608 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,454 | $112,582-70.3% | $105,607-68.3% | $199,960-83.3% |
| Participation rate | 95.4% | 86.3%+9.1pp | 75.3%+20.1pp | 72.0%+23.4pp |
| Annual return | 14.88% | 15.58%-0.7pp | 116.11%-101.2pp | 34.28%-19.4pp |
| Employer contribution / active EE | $1,213 | $4,580-73.5% | $3,167-61.7% | $3,036-60.1% |
| Participant deferral / active EE | $3,902 | $6,655-41.4% | $5,011-22.1% | $5,087-23.3% |
| Admin fee / account holder | $80 | $107-24.9% | $10,958-99.3% | $269-70.2% |