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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,308 |
PENSION ASSURANCE LLP5 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $5,214 |
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 | $204,571 | $58,888+247.4% | $178,499+14.6% | $73,493+178.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.10% | 24.86%-10.8pp | 151.10%-137.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $8,647 | $2,236+286.7% | $5,011+72.6% | $2,270+280.9% |
| Participant deferral / active EE | $6,741 | $2,568+162.5% | $5,202+29.6% | $3,740+80.3% |
| Admin fee / account holder | $79 | $400-80.2% | $13,986-99.4% | $513-84.6% |