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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP4 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $22,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,474 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,388 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $335,032 | $98,982+238.5% | $162,185+106.6% | $65,186+414.0% |
| Participation rate | 99.4% | 85.8%+13.6pp | 87.6%+11.8pp | 70.2%+29.2pp |
| Annual return | 21.03% | 24.84%-3.8pp | 115.61%-94.6pp | 29.39%-8.4pp |
| Employer contribution / active EE | $16,556 | $3,467+377.6% | $5,613+195.0% | $2,177+660.6% |
| Participant deferral / active EE | $16,482 | $5,384+206.1% | $7,297+125.9% | $3,514+369.0% |
| Admin fee / account holder | $115 | $596-80.7% | $10,844-98.9% | $847-86.4% |