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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $75,933 |
AMERICAN FUNDS1 year Filed as: FORT PITT CAPITAL GROUP LLC Service code 26 · EIN 47-5006020 | Advisory (Participants) | $5,488 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $780 |
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 | $330,119 | $100,801+227.5% | $149,730+120.5% | $73,412+349.7% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.5%+16.0pp | 72.2%+26.3pp |
| Annual return | 15.44% | 265.34%-249.9pp | 276.70%-261.3pp | 59.30%-43.9pp |
| Employer contribution / active EE | $10,408 | $3,312+214.3% | $4,645+124.0% | $2,234+366.0% |
| Participant deferral / active EE | $11,353 | $6,404+77.3% | $6,843+65.9% | $3,806+198.3% |
| Admin fee / account holder | $111 | $181-38.4% | $9,310-98.8% | $158-29.5% |