Filed September 21, 2021 (most recent of 2 filings on file)
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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 | $176,530 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $34,738 |
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 | $63,598 | $53,136+19.7% | $155,509-59.1% | $199,593-68.1% |
| Participation rate | 95.0% | 64.1%+31.0pp | 78.2%+16.9pp | 72.0%+23.1pp |
| Annual return | 13.04% | 41.15%-28.1pp | 64.67%-51.6pp | 34.25%-21.2pp |
| Employer contribution / active EE | $1,351 | $1,851-27.0% | $4,672-71.1% | $3,034-55.5% |
| Participant deferral / active EE | $4,874 | $3,161+54.2% | $5,626-13.4% | $5,087-4.2% |
| Admin fee / account holder | $103 | $185-44.2% | $15,912-99.4% | $269-61.5% |