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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: REA & ASSOCIATES Service code 13 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,273 | $83,045+5.1% | $130,045-32.9% | $71,511+22.0% |
| Participation rate | 95.4% | 74.1%+21.3pp | 78.5%+16.9pp | 67.9%+27.5pp |
| Annual return | 0.00% | 20.61%-20.6pp | -137.30%+137.3pp | 28.86%-28.9pp |
| Employer contribution / active EE | $461 | $2,623-82.4% | $4,321-89.3% | $2,589-82.2% |
| Participant deferral / active EE | $930 | $4,436-79.0% | $5,820-84.0% | $4,291-78.3% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,600-100.0% | $1,588-100.0% |