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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $360,583 |
ATWOOD & PALMER INC8 years Service code 26 · EIN 43-1542501 | Advisory (Participants) | $13,640 |
Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $10,652 |
FINANCIAL DESIGNS, INC4 years Filed as: FINANCIAL DESIGNS CORPORATION Service code 26 · EIN 95-3688571 | Advisory (Participants) | $9,760 |
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $9,322 |
Service code 26 · EIN 27-0421978 | Advisory (Participants) | $8,310 |
BEAIRD HARRIS4 years Service code 26 · EIN 75-2569390 | Advisory (Participants) | $7,934 |
Service code 26 · EIN 20-4155219 | Advisory (Participants) | $5,627 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $153,436 | $148,970+3.0% | $136,007+12.8% | $199,593-23.1% |
| Participation rate | 96.5% | 79.4%+17.1pp | 76.5%+20.0pp | 72.0%+24.5pp |
| Annual return | 15.06% | 27.07%-12.0pp | 579.32%-564.3pp | 34.25%-19.2pp |
| Employer contribution / active EE | $3,685 | $3,561+3.5% | $4,217-12.6% | $3,034+21.4% |
| Participant deferral / active EE | $9,706 | $6,140+58.1% | $7,025+38.2% | $5,087+90.8% |
| Admin fee / account holder | $80 | $144-44.2% | $6,858-98.8% | $269-70.2% |