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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $17,620 |
PARKSIDE FINANCIAL, INC.4 years Service code 27 · EIN 20-8945387 | Advisory (Plan) | $14,079 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,018 | $91,760-35.7% | $156,181-62.2% | $67,986-13.2% |
| Participation rate | 84.6% | 65.0%+19.6pp | 78.8%+5.8pp | 57.2%+27.4pp |
| Annual return | 15.49% | 18.14%-2.6pp | 64.87%-49.4pp | 31.67%-16.2pp |
| Employer contribution / active EE | $1,291 | $2,419-46.7% | $4,294-69.9% | $2,019-36.1% |
| Participant deferral / active EE | $2,227 | $3,960-43.8% | $6,132-63.7% | $3,358-33.7% |
| Admin fee / account holder | $294 | $3,949-92.6% | $14,586-98.0% | $3,203-90.8% |