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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 26 · EIN 33-0785439 | Advisory (Participants) | $50,237 |
NWPS2+ years Service code 15 · EIN 91-2090931 300 E JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $43,334 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,918 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,946 | $78,562+9.4% | $105,608-18.6% | $74,429+15.5% |
| Participation rate | 73.3% | 72.8%+0.5pp | 75.3%-2.0pp | 67.2%+6.1pp |
| Annual return | 15.68% | 15.94%-0.3pp | 116.50%-100.8pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $2,234 | $2,521-11.4% | $3,167-29.4% | $2,625-14.9% |
| Participant deferral / active EE | $7,094 | $4,321+64.2% | $5,010+41.6% | $4,348+63.2% |
| Admin fee / account holder | $348 | $2,217-84.3% | $11,028-96.8% | $1,944-82.1% |