Filed March 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MCDONALD CAPITAL INVESTORS, INC.6 years Service code 28 · EIN 94-2832299 | Investment Management | $704,871 |
Service code 26 · EIN 27-4826969 | Advisory (Participants) | $6,033 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,195 |
CHARLES SCHWAB & CO., INC.3 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $615,090 | $102,553+499.8% | $151,611+305.7% | $66,914+819.2% |
| Participation rate | 91.3% | 85.5%+5.7pp | 87.5%+3.8pp | 69.8%+21.4pp |
| Annual return | -10.96% | -10.82%-0.1pp | 3.33%-14.3pp | 1.58%-12.5pp |
| Employer contribution / active EE | $27,473 | $4,180+557.2% | $6,166+345.6% | $2,544+979.8% |
| Participant deferral / active EE | $14,848 | $6,641+123.6% | $8,363+77.5% | $4,237+250.4% |
| Admin fee / account holder | $2,238 | $630+255.3% | $11,616-80.7% | $593+277.2% |