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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $123,679 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 28 · EIN 22-3189064 | Investment Management | $65,000 |
BDO USA, LLP3+ years Filed as: BDO SEIDMAN, LLP Service code 10 · EIN 13-5381590 | Accounting | $52,205 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $6,672 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,897 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $13 |
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 | $88,500 | $96,458-8.3% | $136,298-35.1% | $77,958+13.5% |
| Participation rate | 93.2% | 75.4%+17.8pp | 81.9%+11.3pp | 71.6%+21.5pp |
| Annual return | 17.54% | 23.78%-6.2pp | 5156.27%-5138.7pp | 20.87%-3.3pp |
| Employer contribution / active EE | $2,727 | $3,144-13.3% | $4,696-41.9% | $2,310+18.0% |
| Participant deferral / active EE | $10,166 | $5,902+72.2% | $6,247+62.7% | $3,537+187.5% |
| Admin fee / account holder | $97 | $80+20.0% | $9,244-99.0% | $97-0.9% |