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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $167,671 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $42,862 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $126 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,085 | $104,336+27.6% | $159,474-16.5% | $86,821+53.3% |
| Participation rate | 93.1% | 77.7%+15.4pp | 82.8%+10.3pp | 72.3%+20.9pp |
| Annual return | 15.99% | 26.32%-10.3pp | 263.68%-247.7pp | 97.94%-81.9pp |
| Employer contribution / active EE | $2,737 | $3,451-20.7% | $4,831-43.3% | $2,406+13.8% |
| Participant deferral / active EE | $10,342 | $6,837+51.3% | $7,353+40.6% | $4,132+150.3% |
| Admin fee / account holder | $135 | $172-21.4% | $10,802-98.7% | $170-20.1% |