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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 | $79,181+122.4% | $102,423+71.9% | $74,429+136.6% |
| Participation rate | 97.6% | 74.8%+22.8pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 12.92% | 54.97%-42.1pp | 29.42%-16.5pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $2,799 | $2,362+18.5% | $3,023-7.4% | $2,625+6.6% |
| Participant deferral / active EE | $9,066 | $4,416+105.3% | $5,054+79.4% | $4,348+108.5% |
| Admin fee / account holder | $105 | $2,002-94.8% | $9,455-98.9% | $1,944-94.6% |