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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 94-2494000 | Plan Administrator | $56,470 |
Filed as: SCHWAB RETIREMENT SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $8,259 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 10.23% | 5.48%+4.8pp | 9.82%+0.4pp | 9.30%+0.9pp |
| Employer contribution / active EE | $12,072 | $9,127+32.3% | $30,311-60.2% | $12,551-3.8% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |