Filed February 2, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $114,793 |
CAPFINANCIAL PARTNERS LLC6 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $78,000 |
DAY PITNEY LLP9 years Service code 29 · EIN 06-0317480 | Legal | $18,979 |
OCONNOR DAVIES,7 years Filed as: OCONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,336 | $2,703,213-93.2% | $165,100+11.0% | $200,096-8.4% |
| Participation rate | 96.1% | 78.4%+17.7pp | 78.6%+17.5pp | 72.0%+24.1pp |
| Annual return | 28.41% | 17.97%+10.4pp | 70.21%-41.8pp | 34.26%-5.9pp |
| Employer contribution / active EE | $3,842 | $2,973+29.2% | $4,348-11.6% | $3,038+26.5% |
| Participant deferral / active EE | $9,878 | $5,021+96.7% | $6,035+63.7% | $5,090+94.1% |
| Admin fee / account holder | $88 | $1,999-95.6% | $12,696-99.3% | $269-67.4% |