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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $243,160 |
CITIZENS BANK2 years Filed as: CITIZENS BUSINESS BANK Service code 28 · EIN 38-0421450 | Investment Management | $142,500 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 28 | Investment Management | $47,500 |
QCM LLC5+ years Service code 26 · EIN 20-8178659 | Advisory (Participants) | $32,752 |
BPM LLP5+ years Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 26-3839190 | Accounting | $26,040 |
HC ADVISORS LLC5+ years Service code 26 · EIN 46-0737857 | Advisory (Participants) | $23,045 |
KRILOGY FINANCIAL LLC3 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $19,757 |
LITMAN GREGORY FUND ADVISORS LLC5+ years Filed as: LITMAN GREGORY ASSET MANAGEMENT Service code 26 · EIN 68-0362255 | Advisory (Participants) | $18,134 |
Filed as: INDEX FUND ADVISORS INC Service code 26 · EIN 46-3096907 | Advisory (Participants) | $15,271 |
DINUZZO PRIVATE WEALTH INC2 years Filed as: DINUZZO INDEX ADVISORS INC Service code 26 · EIN 23-2934855 | Advisory (Participants) | $11,638 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,901 | $101,523+142.2% | $141,162+74.2% | $77,787+216.1% |
| Participation rate | 94.5% | 77.4%+17.1pp | 82.5%+12.1pp | 73.2%+21.3pp |
| Annual return | 23.10% | 56.22%-33.1pp | 71.39%-48.3pp | 32.57%-9.5pp |
| Employer contribution / active EE | $9,981 | $3,341+198.8% | $4,735+110.8% | $2,504+298.5% |
| Participant deferral / active EE | $9,471 | $6,434+47.2% | $6,709+41.2% | $3,967+138.7% |
| Admin fee / account holder | $224 | $92+144.2% | $10,261-97.8% | $100+123.4% |