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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ INC Service code 11 · EIN 95-3207191 | Actuarial | $87,804 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-0464930 | Investment Management | $47,248 |
Filed as: SCHWAB RETIREMENT PLAN SERVICE INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,816 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 11.09% | 10.93%+0.2pp | 10.16%+0.9pp | 13.95%-2.9pp |
| Employer contribution / active EE | $62,951 | $10,209+516.6% | $33,192+89.7% | $16,598+279.3% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |