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| Provider | Service type | Compensation |
|---|---|---|
BFSG LLC4+ years Service code 28 · EIN 20-8532658 | Investment Management | $41,770 |
BKD, LLP4+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $17,925 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,575 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,643 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL 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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,148 | $80,005+7.7% | $140,019-38.5% | $55,727+54.6% |
| Participation rate | 94.2% | 87.0%+7.2pp | 87.5%+6.7pp | 70.9%+23.3pp |
| Annual return | -5.99% | 0.46%-6.4pp | 651.19%-657.2pp | 244.94%-250.9pp |
| Employer contribution / active EE | $854 | $3,403-74.9% | $5,605-84.8% | $2,078-58.9% |
| Participant deferral / active EE | $14,174 | $5,264+169.3% | $6,927+104.6% | $3,356+322.4% |
| Admin fee / account holder | $47 | $116-59.5% | $10,705-99.6% | $115-59.3% |