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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 28 · EIN 04-3638035 | Investment Management | $154,146 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $103,909 |
GRANT THORNTON LLP7 years Service code 10 · EIN 36-6055558 | Accounting | $24,150 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,159 |
CHARLES SCHWAB & CO., INC.4 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 | $145,571 | $82,188+77.1% | $125,401+16.1% | $64,829+124.5% |
| Participation rate | 95.5% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -16.01% | 3.50%-19.5pp | 572.53%-588.5pp | 32.85%-48.9pp |
| Employer contribution / active EE | $4,753 | $3,617+31.4% | $4,816-1.3% | $2,507+89.6% |
| Participant deferral / active EE | $13,798 | $7,177+92.3% | $7,448+85.3% | $4,312+220.0% |
| Admin fee / account holder | $173 | $163+5.9% | $10,008-98.3% | $188-8.0% |