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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 12 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Claims processing; Direct payment fro... | $16,231 |
Filed as: FIDELITY INVESTMENTS Service code 12 500 EAST EISENHOWER PARKWAY · ANN ARBOR, MI 48108 | Direct payment from the plan; Claims ... | $12,637 |
THURSTON SPRINGER MILLER3 years Filed as: THURSTON SPRINGER FINANCIAL Service code 12 9000 KEYSTONE XING · INDIANAPOLIS, IN 46240 | Claims processing; Direct payment fro... | $5,419 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 12 800 LASALLE AVENUE · MINNEAPOLIS, MN 55402 | Direct payment from the plan; Claims ... | $5,059 |
Filed as: AMERIPRISE Service code 12 1099 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Direct payment from the plan; Claims ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,797 | $61,172+120.4% | $185,851-27.5% | $79,389+69.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.31% | 19.45%-7.1pp | 122.11%-109.8pp | 116.89%-104.6pp |
| Employer contribution / active EE | $14,302 | $2,321+516.3% | $5,168+176.7% | $2,428+489.1% |
| Participant deferral / active EE | $5,770 | $2,788+107.0% | $5,569+3.6% | $4,046+42.6% |
| Admin fee / account holder | $245 | $710-65.5% | $16,245-98.5% | $626-60.9% |