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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $89,773 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $23,816 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $12,374 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $684 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,689 | $122,063+222.5% | $184,256+113.7% | $74,478+428.6% |
| Participation rate | 94.7% | 85.5%+9.2pp | 86.8%+7.8pp | 67.2%+27.5pp |
| Annual return | -11.45% | 19.92%-31.4pp | 28.85%-40.3pp | 1370.56%-1382.0pp |
| Employer contribution / active EE | $16,874 | $4,539+271.7% | $6,427+162.5% | $2,626+542.5% |
| Participant deferral / active EE | $17,909 | $7,144+150.7% | $9,133+96.1% | $4,350+311.7% |
| Admin fee / account holder | $260 | $1,253-79.2% | $13,899-98.1% | $1,946-86.6% |