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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $14,412 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $4,507 |
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 | $129,011 | $50,902+153.4% | $155,534-17.1% | $77,736+66.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.68% | 34.85%-21.2pp | 64.92%-51.2pp | 31.26%-17.6pp |
| Employer contribution / active EE | $4,018 | $1,991+101.8% | $4,675-14.0% | $2,728+47.3% |
| Participant deferral / active EE | $6,502 | $2,824+130.2% | $5,630+15.5% | $4,651+39.8% |
| Admin fee / account holder | $25 | $437-94.3% | $15,900-99.8% | $433-94.2% |