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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP3+ years Filed as: PFE CONSULTANTS, INC. Service code 28 · EIN 04-3549179 | Investment Management | $54,447 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $17,000 |
THE PFE GROUP2 years Filed as: PFE ADVISORS, INC. Service code 28 · EIN 71-1036677 | Investment Management | $13,604 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,204 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,084 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $136,777 | $155,795-12.2% | $136,298+0.4% | $69,634+96.4% |
| Participation rate | 98.6% | 75.2%+23.3pp | 81.9%+16.6pp | 70.7%+27.9pp |
| Annual return | 17.74% | 232464.33%-232446.6pp | 5156.27%-5138.5pp | 27572.26%-27554.5pp |
| Employer contribution / active EE | $4,098 | $2,991+37.0% | $4,696-12.7% | $2,032+101.7% |
| Participant deferral / active EE | $11,281 | $5,394+109.2% | $6,247+80.6% | $3,224+249.9% |
| Admin fee / account holder | $73 | $128-43.0% | $9,244-99.2% | $110-33.8% |