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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $118,232 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $78,198 |
BDO USA, LLP1 year Filed as: BDO USA PC Service code 10 · EIN 13-5381590 | Accounting | $27,866 |
CLEARSTEAD ADVISORS, LLC1 year Service code 10 · EIN 34-1597728 | Accounting | $21,481 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $46 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,290 | $106,247+41.5% | $147,096+2.2% | $77,714+93.4% |
| Participation rate | 91.9% | 78.4%+13.5pp | 82.2%+9.7pp | 70.6%+21.3pp |
| Annual return | 14.07% | 56.87%-42.8pp | 419.75%-405.7pp | 31.26%-17.2pp |
| Employer contribution / active EE | $2,312 | $4,069-43.2% | $4,936-53.2% | $2,727-15.2% |
| Participant deferral / active EE | $10,257 | $7,996+28.3% | $8,071+27.1% | $4,649+120.6% |
| Admin fee / account holder | $165 | $338-51.1% | $13,005-98.7% | $433-61.8% |