Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,368 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $9,651 |
HIGHTOWER ADVISORS LLC1 year Service code 28 · EIN 36-4500709 | Investment Management | $6,733 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $403 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,207 | $106,247+141.1% | $147,096+74.2% | $77,714+229.7% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.7pp | 70.6%+24.3pp |
| Annual return | 14.29% | 56.87%-42.6pp | 419.75%-405.5pp | 31.26%-17.0pp |
| Employer contribution / active EE | $15,883 | $4,069+290.3% | $4,936+221.8% | $2,727+482.5% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $101 | $338-70.1% | $13,005-99.2% | $433-76.6% |