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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $143,498 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISOR Service code 10 · EIN 38-3123123 | Accounting | $46,664 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES CO Service code 13 · EIN 74-2279754 | Contract Administrator | $38,716 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $11,666 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $12 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $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 | $51,769 | $81,321-36.3% | $68,509-24.4% | $59,188-12.5% |
| Participation rate | 88.8% | 83.8%+5.0pp | 74.7%+14.1pp | 69.4%+19.4pp |
| Annual return | 3.79% | 4.65%-0.9pp | 8.27%-4.5pp | 5.51%-1.7pp |
| Employer contribution / active EE | $2,057 | $3,297-37.6% | $2,278-9.7% | $2,098-1.9% |
| Participant deferral / active EE | $3,728 | $4,592-18.8% | $3,382+10.2% | $3,265+14.2% |
| Admin fee / account holder | $98 | $62+59.0% | $5,275-98.1% | $92+6.5% |