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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Filed as: ABD RETIREMENT SERVICES INC. Service code 28 · EIN 80-0833114 | Investment Management | $41,121 |
JHW FINANCIAL SERVICES INC1+ years Filed as: JHW FINANCIAL SERVICES INC. Service code 28 · EIN 68-0279977 | Investment Management | $12,716 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $9,975 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $501 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,623 | $44,229+28.0% | $155,789-63.7% | $55,191+2.6% |
| Participation rate | 97.3% | 60.8%+36.5pp | 76.1%+21.2pp | 69.2%+28.2pp |
| Annual return | -1.52% | 0.37%-1.9pp | 71.54%-73.1pp | 10.78%-12.3pp |
| Employer contribution / active EE | $5,346 | $1,317+305.7% | $3,839+39.3% | $1,899+181.5% |
| Participant deferral / active EE | $10,212 | $2,851+258.1% | $4,798+112.8% | $3,046+235.2% |
| Admin fee / account holder | $81 | $86-6.2% | $7,477-98.9% | $91-10.9% |