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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,109 |
AMERICAN FUNDS5 years Filed as: FORT PITT CAPITAL GROUP LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $8,811 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,075 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,691 | $106,247+229.1% | $147,096+137.7% | $77,714+350.0% |
| Participation rate | 97.0% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 15.84% | 56.87%-41.0pp | 419.75%-403.9pp | 31.26%-15.4pp |
| Employer contribution / active EE | $10,786 | $4,069+165.1% | $4,936+118.5% | $2,727+295.6% |
| Participant deferral / active EE | $11,537 | $7,996+44.3% | $8,071+42.9% | $4,649+148.1% |
| Admin fee / account holder | $108 | $338-68.0% | $13,005-99.2% | $433-75.0% |