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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 85-3714571 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,880 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,071 | $79,223+122.2% | $102,460+71.8% | $74,478+136.4% |
| Participation rate | 97.6% | 74.8%+22.8pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 12.92% | 54.98%-42.1pp | 29.47%-16.6pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $2,799 | $2,363+18.4% | $3,025-7.5% | $2,626+6.6% |
| Participant deferral / active EE | $9,066 | $4,417+105.2% | $5,056+79.3% | $4,350+108.4% |
| Admin fee / account holder | $105 | $2,003-94.8% | $9,460-98.9% | $1,946-94.6% |