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| Provider | Service type | Compensation |
|---|---|---|
OXLEY, HARRY KEIR1 year Service code 28 · EIN 61-1386871 | Investment Management | $46,070 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $27,074 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $431,037 | $119,446+260.9% | $150,045+187.3% | $85,563+403.8% |
| Participation rate | 90.3% | 75.4%+14.9pp | 82.3%+8.0pp | 66.0%+24.4pp |
| Annual return | 14.05% | 23.72%-9.7pp | 62.55%-48.5pp | 31.51%-17.5pp |
| Employer contribution / active EE | $19,677 | $4,078+382.5% | $4,693+319.3% | $2,654+641.5% |
| Participant deferral / active EE | $15,943 | $7,985+99.7% | $7,997+99.4% | $4,375+264.4% |
| Admin fee / account holder | $213 | $548-61.1% | $13,435-98.4% | $834-74.4% |