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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 50 · EIN 34-1479833 | Direct Payment | $6,500 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 7.03% | 45.66%-38.6pp | 5.00%+2.0pp | 11.88%-4.8pp |
| Employer contribution / active EE | $9,256 | $9,637-3.9% | $35,918-74.2% | $14,612-36.7% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |