Filed September 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $162,326 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $33,726 |
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 | $58,773 | $50,127+17.2% | $149,673-60.7% | $80,160-26.7% |
| Participation rate | 91.5% | 64.3%+27.2pp | 78.8%+12.7pp | 72.9%+18.5pp |
| Annual return | 16.61% | 29.82%-13.2pp | 134.42%-117.8pp | 40.38%-23.8pp |
| Employer contribution / active EE | $1,251 | $1,865-32.9% | $4,818-74.0% | $2,978-58.0% |
| Participant deferral / active EE | $4,564 | $3,194+42.9% | $5,680-19.6% | $5,017-9.0% |
| Admin fee / account holder | $102 | $153-33.2% | $13,210-99.2% | $145-29.6% |