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| Provider | Service type | Compensation |
|---|---|---|
WESPAC PLAN SERVICES, LLC7+ years Filed as: WESPAC ADVISORS, LLC Service code 28 · EIN 26-2824668 | Investment Management | $25,000 |
Filed as: SILICON VALLEY ACCOUNTANCY COR Service code 10 · EIN 77-0573994 | Accounting | $17,199 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,137 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $583 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $12 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,532 | $104,336-45.8% | $159,487-64.6% | $86,821-34.9% |
| Participation rate | 64.3% | 77.7%-13.5pp | 82.8%-18.6pp | 72.3%-8.0pp |
| Annual return | 28.19% | 26.32%+1.9pp | 263.71%-235.5pp | 97.94%-69.8pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $11,006 | $6,837+61.0% | $7,354+49.7% | $4,132+166.4% |
| Admin fee / account holder | $125 | $172-27.4% | $10,804-98.8% | $170-26.2% |