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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 82-0494854 | Advisory (Participants) | $70,777 |
RANDALL & HURLEY, INC.10+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $42,013 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,940 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,080 | $96,805-56.5% | $153,741-72.6% | $77,762-45.9% |
| Participation rate | 96.3% | 81.6%+14.7pp | 77.1%+19.2pp | 70.6%+25.7pp |
| Annual return | 12.44% | 14.39%-1.9pp | 15.71%-3.3pp | 31.27%-18.8pp |
| Employer contribution / active EE | $3,625 | $5,232-30.7% | $5,042-28.1% | $2,728+32.9% |
| Participant deferral / active EE | $4,832 | $6,601-26.8% | $6,757-28.5% | $4,651+3.9% |
| Admin fee / account holder | $263 | $182+44.5% | $12,749-97.9% | $433-39.2% |