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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $18,684 |
PARKSIDE FINANCIAL, INC.3 years Service code 27 · EIN 20-8945387 | Advisory (Plan) | $13,617 |
CHARLES SCHWAB & CO., INC.4 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 | $45,128 | $88,186-48.8% | $165,071-72.7% | $74,459-39.4% |
| Participation rate | 92.4% | 73.1%+19.3pp | 78.6%+13.8pp | 67.2%+25.2pp |
| Annual return | 12.21% | 17.13%-4.9pp | 70.17%-58.0pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $1,008 | $2,600-61.2% | $4,347-76.8% | $2,626-61.6% |
| Participant deferral / active EE | $2,377 | $4,505-47.2% | $6,035-60.6% | $4,350-45.3% |
| Admin fee / account holder | $256 | $2,234-88.5% | $12,695-98.0% | $1,945-86.8% |