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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FBP INSURANCE SERVICES, INC. Service code 28 · EIN 93-0959770 | Investment Management | $18,750 |
Filed as: MCGRIFF INSURANCE SERVICES INC. Service code 28 · EIN 56-1623293 | Investment Management | $9,375 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,459 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,024 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $124,098 | $69,231+79.3% | $91,994+34.9% | $67,579+83.6% |
| Participation rate | 78.4% | 78.9%-0.5pp | 78.6%-0.2pp | 71.3%+7.1pp |
| Annual return | 24.96% | 32.03%-7.1pp | 69.04%-44.1pp | 378.56%-353.6pp |
| Employer contribution / active EE | $3,359 | $2,284+47.0% | $3,453-2.7% | $2,148+56.4% |
| Participant deferral / active EE | $9,729 | $5,854+66.2% | $5,924+64.2% | $3,539+174.9% |
| Admin fee / account holder | $55 | $107-49.3% | $7,744-99.3% | $142-61.7% |