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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $103,001 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $60,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $154,437 | $144,996+6.5% | $111,297+38.8% | $93,030+66.0% |
| Participation rate | 93.9% | 86.2%+7.7pp | 77.3%+16.6pp | 73.9%+20.0pp |
| Annual return | 12.56% | 18.26%-5.7pp | 54.65%-42.1pp | 158.70%-146.1pp |
| Employer contribution / active EE | $7,172 | $3,056+134.7% | $2,731+162.6% | $2,706+165.1% |
| Participant deferral / active EE | $4,523 | $5,587-19.1% | $4,487+0.8% | $4,562-0.9% |
| Admin fee / account holder | $110 | $103+6.5% | $7,964-98.6% | $152-27.3% |