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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $188,476 |
FIDUCIENT ADVISORS LLC1+ years Service code 28 · EIN 36-4001764 | Investment Management | $61,200 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $35,228 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $396 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,700 | $112,583+54.3% | $105,591+64.5% | $199,874-13.1% |
| Participation rate | 96.5% | 86.3%+10.2pp | 75.3%+21.2pp | 72.0%+24.5pp |
| Annual return | 16.05% | 15.58%+0.5pp | 116.43%-100.4pp | 34.28%-18.2pp |
| Employer contribution / active EE | $4,960 | $4,580+8.3% | $3,166+56.7% | $3,036+63.4% |
| Participant deferral / active EE | $12,978 | $6,655+95.0% | $5,008+159.1% | $5,090+155.0% |
| Admin fee / account holder | $92 | $107-13.9% | $11,024-99.2% | $269-65.8% |