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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $13,000 |
BENEFIT FINANCIAL SERVICE2 years Service code 28 · EIN 20-8532658 | Investment Management | $11,250 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,773 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $179 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,580 | $102,661+94.4% | $151,628+31.6% | $66,930+198.2% |
| Participation rate | 96.3% | 85.5%+10.8pp | 87.5%+8.8pp | 69.8%+26.5pp |
| Annual return | -14.96% | -10.81%-4.1pp | 3.34%-18.3pp | 1.57%-16.5pp |
| Employer contribution / active EE | $10,040 | $4,184+140.0% | $6,165+62.9% | $2,545+294.5% |
| Participant deferral / active EE | $15,916 | $6,645+139.5% | $8,363+90.3% | $4,238+275.6% |
| Admin fee / account holder | $98 | $630-84.5% | $11,613-99.2% | $593-83.5% |