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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $111,498 |
THE PFE GROUP6 years Filed as: PFE ADVISORS, INC. Service code 28 · EIN 71-1036677 | Investment Management | $40,288 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 28 · EIN 04-3638035 | Investment Management | $39,264 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $22,050 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $2,346 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,456 | $104,336+77.7% | $159,495+16.3% | $86,828+113.6% |
| Participation rate | 97.6% | 77.7%+19.8pp | 82.8%+14.7pp | 72.3%+25.3pp |
| Annual return | 15.81% | 26.32%-10.5pp | 263.72%-247.9pp | 97.95%-82.1pp |
| Employer contribution / active EE | $4,685 | $3,451+35.8% | $4,831-3.0% | $2,406+94.7% |
| Participant deferral / active EE | $13,561 | $6,837+98.3% | $7,354+84.4% | $4,132+228.2% |
| Admin fee / account holder | $142 | $172-17.7% | $10,804-98.7% | $170-16.4% |