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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $6,675 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $5,990 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,534 |
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 | $32,770 | $56,200-41.7% | $67,653-51.6% | $59,633-45.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.04% | 18506.71%-18505.7pp | 6625.22%-6624.2pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $1,062 | $1,615-34.3% | $2,266-53.1% | $2,203-51.8% |
| Participant deferral / active EE | $1,276 | $2,843-55.1% | $3,560-64.2% | $3,192-60.0% |
| Admin fee / account holder | $122 | $3,959-96.9% | $4,821-97.5% | $4,297-97.2% |