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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 1958 SUMMIT PARK DRIVE · ORLANDO, FL 32810 | Brokerage Fees | $19,371 |
STERLING INVESTMENT ADVISORS LTD3+ years Filed as: STERLING INVESTMENT ADVISORS Service code 27 · EIN 23-3034280 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Advisory (Plan) | $18,117 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 10.36% | 8.48%+1.9pp | 9.39%+1.0pp | 10.21%+0.2pp |
| Employer contribution / active EE | $49,818 | $40,983+21.6% | $33,466+48.9% | $42,272+17.9% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |