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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $138,948 |
NFP RETIREMENT INC1 year Service code 28 · EIN 33-0905143 | Investment Management | $32,000 |
SUTTON FROST CARY LLP10+ years Service code 10 · EIN 75-2593210 | Accounting | $22,500 |
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 | $267,993 | $89,123+200.7% | $102,460+161.6% | $77,762+244.6% |
| Participation rate | 95.4% | 80.9%+14.5pp | 76.5%+18.9pp | 70.6%+24.8pp |
| Annual return | 15.48% | 25.05%-9.6pp | 29.47%-14.0pp | 31.27%-15.8pp |
| Employer contribution / active EE | $5,747 | $2,700+112.9% | $3,025+90.0% | $2,728+110.7% |
| Participant deferral / active EE | $17,090 | $5,148+232.0% | $5,056+238.0% | $4,651+267.5% |
| Admin fee / account holder | $123 | $236-47.7% | $9,460-98.7% | $433-71.5% |