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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $155,536 |
BDO USA, LLP5 years Service code 10 · EIN 13-5381590 | Accounting | $45,546 |
Service code 28 · EIN 26-0058143 | Investment Management | $37,129 |
SEYFARTH SHAW LLP8+ years Service code 29 · EIN 36-2152202 | Legal | $10,575 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $302 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,445 | $82,188+35.6% | $125,391-11.1% | $64,824+71.9% |
| Participation rate | 93.5% | 77.9%+15.6pp | 82.4%+11.1pp | 71.5%+22.0pp |
| Annual return | -16.48% | 3.50%-20.0pp | 572.41%-588.9pp | 32.84%-49.3pp |
| Employer contribution / active EE | $2,638 | $3,617-27.1% | $4,816-45.2% | $2,507+5.2% |
| Participant deferral / active EE | $8,483 | $7,177+18.2% | $7,448+13.9% | $4,311+96.8% |
| Admin fee / account holder | $138 | $163-15.6% | $10,009-98.6% | $188-26.7% |