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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,432 |
BFSG LLC1+ years Service code 28 · EIN 20-8532658 | Investment Management | $28,396 |
KIECKHAFER SCHIFFER LLP1+ years Service code 10 · EIN 81-5052000 | Accounting | $8,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $1,041 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,781 | $56,540+57.0% | $185,849-52.2% | $86,821+2.3% |
| Participation rate | 93.9% | 65.5%+28.4pp | 81.7%+12.2pp | 72.3%+21.6pp |
| Annual return | 18.11% | 118.20%-100.1pp | 122.10%-104.0pp | 97.94%-79.8pp |
| Employer contribution / active EE | $2,466 | $1,844+33.7% | $5,169-52.3% | $2,406+2.5% |
| Participant deferral / active EE | $4,141 | $2,555+62.0% | $5,569-25.6% | $4,132+0.2% |
| Admin fee / account holder | $287 | $150+91.8% | $16,244-98.2% | $170+69.3% |