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| Provider | Service type | Compensation |
|---|---|---|
Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $17,713 |
Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 94-1737782 | Recordkeeping | $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 | $50,768 | $85,171-40.4% | $172,753-70.6% | $72,976-30.4% |
| Participation rate | 79.1% | 70.1%+9.1pp | 82.6%-3.5pp | 69.5%+9.6pp |
| Annual return | 21.04% | 27.32%-6.3pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,019 | $3,324-69.4% | $5,144-80.2% | $2,440-58.2% |
| Participant deferral / active EE | $1,695 | $3,260-48.0% | $5,198-67.4% | $3,608-53.0% |
| Admin fee / account holder | $208 | $5,880-96.5% | $13,956-98.5% | $5,124-95.9% |