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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-0464930 | Investment Management | $98,027 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC Service code 15 · EIN 34-1479833 | Recordkeeping | $71,863 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 13.33% | 12.96%+0.4pp | 20.73%-7.4pp | 16.32%-3.0pp |
| Employer contribution / active EE | $59,243 | $12,913+358.8% | $36,503+62.3% | $17,007+248.4% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |