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| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP1 year Filed as: PRECEPT ADVISORY GROUP LLC Service code 28 · EIN 93-0959770 | Investment Management | $55,500 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,890 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $11,650 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,624 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,515 | $48,261+236.7% | $68,612+136.9% | $55,725+191.6% |
| Participation rate | 99.5% | 71.0%+28.5pp | 72.2%+27.3pp | 70.9%+28.7pp |
| Annual return | -4.57% | -2.61%-2.0pp | -4.63%+0.1pp | 244.93%-249.5pp |
| Employer contribution / active EE | $5,948 | $1,742+241.4% | $2,625+126.6% | $2,078+186.2% |
| Participant deferral / active EE | $4,559 | $2,712+68.1% | $3,311+37.7% | $3,356+35.9% |
| Admin fee / account holder | $132 | $126+4.5% | $5,131-97.4% | $115+14.5% |