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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,058 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC Service code 33 · EIN 94-3106735 | Securities brokerage | $331 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,906 | $78,027+85.7% | $178,528-18.8% | $80,925+79.1% |
| Participation rate | 72.9% | 65.7%+7.3pp | 77.1%-4.2pp | 67.7%+5.3pp |
| Annual return | 6.66% | 18.09%-11.4pp | 27.11%-20.4pp | 35.65%-29.0pp |
| Employer contribution / active EE | $6,444 | $2,281+182.5% | $3,950+63.1% | $2,756+133.8% |
| Participant deferral / active EE | $14,510 | $4,408+229.2% | $6,278+131.1% | $4,299+237.6% |
| Admin fee / account holder | $213 | $7,168-97.0% | $10,419-98.0% | $6,940-96.9% |