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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 | $89,067+200.9% | $102,423+161.7% | $77,714+244.8% |
| Participation rate | 95.4% | 80.9%+14.5pp | 76.5%+18.9pp | 70.6%+24.8pp |
| Annual return | 15.48% | 25.01%-9.5pp | 29.42%-13.9pp | 31.26%-15.8pp |
| Employer contribution / active EE | $5,747 | $2,699+112.9% | $3,023+90.1% | $2,727+110.8% |
| Participant deferral / active EE | $17,090 | $5,147+232.0% | $5,054+238.1% | $4,649+267.6% |
| Admin fee / account holder | $123 | $236-47.6% | $9,455-98.7% | $433-71.5% |