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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 59 · EIN 38-3712991 | Shareholder Servicing | $5,108 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,308 | $61,156+11.7% | $185,823-63.2% | $79,386-14.0% |
| Participation rate | 66.7% | 66.6%0pp | 81.7%-15.0pp | 70.7%-4.0pp |
| Annual return | 11.67% | 19.45%-7.8pp | 122.05%-110.4pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,963 | $2,321-15.4% | $5,167-62.0% | $2,427-19.1% |
| Participant deferral / active EE | $3,563 | $2,789+27.7% | $5,568-36.0% | $4,046-11.9% |
| Admin fee / account holder | $43 | $710-93.9% | $16,237-99.7% | $626-93.1% |