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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVCES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,465 |
FOULSTON SIEFKIN LLP1 year Service code 29 · EIN 48-0572027 | Legal | $7,775 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,824 | $185,342-20.8% | $111,308+31.9% | $86,821+69.1% |
| Participation rate | 75.8% | 81.0%-5.2pp | 77.3%-1.6pp | 72.3%+3.5pp |
| Annual return | 13.13% | 500.80%-487.7pp | 54.67%-41.5pp | 97.94%-84.8pp |
| Employer contribution / active EE | $1,521 | $2,246-32.3% | $2,732-44.3% | $2,406-36.8% |
| Participant deferral / active EE | $5,586 | $4,458+25.3% | $4,487+24.5% | $4,132+35.2% |
| Admin fee / account holder | $35 | $255-86.2% | $7,965-99.6% | $170-79.3% |