Filed December 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ICAPITAL, LLC6 years Filed as: ICAPITAL LLC Service code 28 · EIN 76-0708798 | Investment Management | $114,555 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $16,303 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,070 | $111,491-38.9% | $189,513-64.1% | $86,799-21.6% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.8%+9.4pp | 72.3%+24.9pp |
| Annual return | 12.76% | 83.50%-70.7pp | 555.15%-542.4pp | 97.91%-85.2pp |
| Employer contribution / active EE | $2,972 | $3,951-24.8% | $6,162-51.8% | $2,405+23.6% |
| Participant deferral / active EE | $7,146 | $6,437+11.0% | $8,221-13.1% | $4,131+73.0% |
| Admin fee / account holder | $176 | $189-6.7% | $12,045-98.5% | $170+3.9% |