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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,297 |
Filed as: WESPAC ADVISORS LLC Service code 28 · EIN 94-3231216 | Investment Management | $25,000 |
Filed as: SILICON VALLEY ACCOUNTANCY COR Service code 10 · EIN 77-0573994 | Accounting | $21,330 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Shareholder servicing fees; Securitie... | $200 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,504 | $95,438-39.7% | $135,982-57.7% | $74,473-22.8% |
| Participation rate | 70.6% | 78.2%-7.6pp | 81.9%-11.4pp | 70.7%-0.2pp |
| Annual return | 25.09% | 32.61%-7.5pp | 68.32%-43.2pp | 34.36%-9.3pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $14,340 | $7,790+84.1% | $7,760+84.8% | $4,530+216.6% |
| Admin fee / account holder | $114 | $259-55.8% | $10,767-98.9% | $347-67.0% |