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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,153 |
RANDALL & HURLEY, INC.2 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $1,800 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,325 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO Service code 59 | Shareholder Servicing | $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 | $76,040 | $69,383+9.6% | $101,275-24.9% | $73,497+3.5% |
| Participation rate | 95.2% | 68.4%+26.8pp | 75.8%+19.4pp | 70.7%+24.5pp |
| Annual return | 14.12% | 18.46%-4.3pp | 46.48%-32.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $5,526 | $2,628+110.2% | $3,660+51.0% | $2,270+143.4% |
| Participant deferral / active EE | $6,355 | $3,301+92.5% | $4,371+45.4% | $3,740+69.9% |
| Admin fee / account holder | $197 | $704-71.9% | $5,948-96.7% | $513-61.5% |