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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETRIMENT PLAN SERVICE INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,147 |
HYAS GROUP, LLC2 years Service code 28 · EIN 26-2924761 | Investment Management | $55,043 |
GOLDMAN SACHS4 years Filed as: VISTA CAPITAL PARTNERS INC Service code 26 · EIN 93-1307808 | Advisory (Participants) | $8,174 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $135 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,261 | $119,446-31.1% | $150,045-45.2% | $85,563-3.9% |
| Participation rate | 79.1% | 75.4%+3.7pp | 82.3%-3.2pp | 66.0%+13.2pp |
| Annual return | 18.73% | 23.72%-5.0pp | 62.55%-43.8pp | 31.51%-12.8pp |
| Employer contribution / active EE | $1,690 | $4,078-58.6% | $4,693-64.0% | $2,654-36.3% |
| Participant deferral / active EE | $7,925 | $7,985-0.7% | $7,997-0.9% | $4,375+81.1% |
| Admin fee / account holder | $245 | $548-55.3% | $13,435-98.2% | $834-70.7% |