Filed March 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 94-2832299 | Investment Management | $639,609 |
Service code 26 · EIN 27-4826969 | Advisory (Participants) | $6,421 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $907 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $758,199 | $111,491+580.1% | $189,534+300.0% | $86,828+773.2% |
| Participation rate | 79.5% | 87.3%-7.8pp | 87.8%-8.3pp | 72.3%+7.2pp |
| Annual return | 19.54% | 83.50%-64.0pp | 555.39%-535.8pp | 97.95%-78.4pp |
| Employer contribution / active EE | $21,555 | $3,951+445.5% | $6,162+249.8% | $2,406+795.8% |
| Participant deferral / active EE | $12,281 | $6,437+90.8% | $8,220+49.4% | $4,132+197.2% |
| Admin fee / account holder | $2,510 | $189+1230.0% | $12,049-79.2% | $170+1379.9% |