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| Provider | Service type | Compensation |
|---|---|---|
HEINTZBERGER PAYNE1+ years Filed as: HEINTZBERGER PAYNE LLC Service code 15 · EIN 20-8835556 | Recordkeeping | $1,950 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $280 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $173,274 | $46,360+273.8% | $147,617+17.4% | $52,331+231.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.25% | 1.62%-1.9pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $9,466 | $2,126+345.2% | $5,564+70.1% | $1,882+403.1% |
| Participant deferral / active EE | $6,399 | $2,258+183.4% | $4,895+30.7% | $3,022+111.7% |
| Admin fee / account holder | $168 | $766-78.0% | $11,612-98.6% | $592-71.5% |