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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 28 · EIN 95-3207191 | Investment Management | $11,625 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $11,074 |
MATSON MONEY INC1 year Service code 26 · EIN 31-1334658 | Advisory (Participants) | $5,435 |
LTSP, INC.2+ years Service code 28 · EIN 95-3864890 | Investment Management | $5,220 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $2,988 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $166,031 | $80,177+107.1% | $123,894+34.0% | $57,661+187.9% |
| Participation rate | 93.7% | 74.4%+19.2pp | 81.4%+12.3pp | 70.2%+23.4pp |
| Annual return | 7.60% | 17.90%-10.3pp | 47.52%-39.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $6,475 | $2,913+122.3% | $4,617+40.3% | $1,974+228.0% |
| Participant deferral / active EE | $8,418 | $5,130+64.1% | $5,984+40.7% | $3,061+175.0% |
| Admin fee / account holder | $28 | $106-73.9% | $8,357-99.7% | $95-70.6% |