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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,593 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $8,381 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,992 | $95,417-27.7% | $135,974-49.3% | $74,460-7.3% |
| Participation rate | 85.4% | 78.2%+7.2pp | 81.9%+3.5pp | 70.7%+14.7pp |
| Annual return | 18.44% | 32.76%-14.3pp | 68.30%-49.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,074 | $3,878-46.5% | $4,859-57.3% | $2,638-21.4% |
| Participant deferral / active EE | $7,931 | $7,789+1.8% | $7,760+2.2% | $4,530+75.1% |
| Admin fee / account holder | $29 | $266-89.2% | $10,767-99.7% | $348-91.7% |