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| Provider | Service type | Compensation |
|---|---|---|
AT RETIREMENT SERVICES, LLC2 years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $19,848 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,279 | $91,198-39.4% | $178,503-69.0% | $79,856-30.8% |
| Participation rate | 88.5% | 69.2%+19.3pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | 14.73% | 24.20%-9.5pp | 151.12%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,183 | $3,257-63.7% | $5,011-76.4% | $2,471-52.1% |
| Participant deferral / active EE | $2,208 | $3,237-31.8% | $5,202-57.6% | $3,741-41.0% |
| Admin fee / account holder | $211 | $6,748-96.9% | $13,987-98.5% | $5,306-96.0% |