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| Provider | Service type | Compensation |
|---|---|---|
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $19,923 |
PKF O'CONNOR DAVIES, LLP1+ years Filed as: PANNELL KERR FORSTER OF TEXAS Service code 10 · EIN 76-0356844 | Accounting | $11,654 |
HIGGINBOTHAM INSURANCE AGENCY1+ years Service code 28 · EIN 75-1732559 | Investment Management | $8,928 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,215 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $3,123 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $154,663 | $65,263+137.0% | $90,223+71.4% | $55,191+180.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 79.0%+21.0pp | 69.2%+30.8pp |
| Annual return | -0.73% | 2.81%-3.5pp | 1.31%-2.0pp | 10.78%-11.5pp |
| Employer contribution / active EE | $13,925 | $4,153+235.3% | $4,378+218.0% | $1,899+633.4% |
| Participant deferral / active EE | $11,986 | $5,564+115.4% | $5,792+106.9% | $3,046+293.5% |
| Admin fee / account holder | $89 | $116-23.5% | $7,406-98.8% | $91-2.1% |