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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 82-0494854 | Advisory (Participants) | $60,679 |
RANDALL & HURLEY, INC.7+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $43,775 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,910 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,066 | $92,303-57.7% | $152,473-74.4% | $86,821-55.0% |
| Participation rate | 93.2% | 81.1%+12.1pp | 78.2%+15.0pp | 72.3%+20.9pp |
| Annual return | 20.96% | 531.69%-510.7pp | 757.59%-736.6pp | 97.94%-77.0pp |
| Employer contribution / active EE | $3,055 | $3,748-18.5% | $4,326-29.4% | $2,406+27.0% |
| Participant deferral / active EE | $4,671 | $5,599-16.6% | $5,817-19.7% | $4,132+13.1% |
| Admin fee / account holder | $272 | $150+81.3% | $15,811-98.3% | $170+60.3% |