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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $124,764 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $74,056 |
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 | $29,642 | $104,631-71.7% | $98,450-69.9% | $80,149-63.0% |
| Participation rate | 97.2% | 87.5%+9.7pp | 75.2%+22.1pp | 72.9%+24.3pp |
| Annual return | 18.70% | 34.72%-16.0pp | 21.16%-2.5pp | 40.39%-21.7pp |
| Employer contribution / active EE | $494 | $4,517-89.1% | $3,049-83.8% | $2,977-83.4% |
| Participant deferral / active EE | $3,908 | $6,545-40.3% | $4,739-17.5% | $5,015-22.1% |
| Admin fee / account holder | $72 | $105-31.3% | $8,961-99.2% | $145-50.3% |