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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 82-0494854 | Advisory (Participants) | $56,371 |
RANDALL & HURLEY, INC.8+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $42,378 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,519 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,229 | $163,960-77.9% | $129,118-71.9% | - |
| Participation rate | 94.8% | 66.2%+28.5pp | 77.2%+17.5pp | - |
| Annual return | -14.69% | -11.87%-2.8pp | -10.94%-3.7pp | - |
| Employer contribution / active EE | $3,198 | $2,306+38.7% | $5,051-36.7% | - |
| Participant deferral / active EE | $4,758 | $3,979+19.6% | $6,539-27.2% | - |
| Admin fee / account holder | $269 | $34,394-99.2% | $14,305-98.1% | - |