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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $59,869 |
HUGHES PITTMAN & GUPTON, LLP2 years Filed as: HUGHES PITTMAN AND GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $16,750 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $1,281 |
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 | $291,516 | $90,064+223.7% | $100,415+190.3% | $77,762+274.9% |
| Participation rate | 98.5% | 81.3%+17.2pp | 81.5%+17.0pp | 70.6%+27.9pp |
| Annual return | 18.74% | 20.61%-1.9pp | 49.47%-30.7pp | 31.27%-12.5pp |
| Employer contribution / active EE | $8,729 | $3,043+186.8% | $3,943+121.4% | $2,728+220.0% |
| Participant deferral / active EE | $19,000 | $8,282+129.4% | $8,091+134.8% | $4,651+308.5% |
| Admin fee / account holder | $128 | $172-25.4% | $7,906-98.4% | $433-70.4% |