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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,852 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $11,523 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,401 | $82,163-24.1% | $125,381-50.2% | $64,819-3.7% |
| Participation rate | 83.0% | 77.9%+5.2pp | 82.4%+0.7pp | 71.5%+11.6pp |
| Annual return | -16.16% | 3.49%-19.7pp | 572.31%-588.5pp | 32.84%-49.0pp |
| Employer contribution / active EE | $2,022 | $3,616-44.1% | $4,815-58.0% | $2,507-19.4% |
| Participant deferral / active EE | $7,258 | $7,175+1.2% | $7,448-2.5% | $4,311+68.4% |
| Admin fee / account holder | $35 | $163-78.6% | $10,007-99.7% | $188-81.4% |