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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 28 · EIN 59-1327041 | Investment Management | $48,041 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT Service code 13 · EIN 55-0672859 | Contract Administrator | $31,885 |
WICKENS, HERZER, PANZA, COOKE1+ years Filed as: WICKENS HERZER PANZA COOK & BATISTA Service code 29 · EIN 34-1205692 | Legal | $27,225 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $15,230 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,111 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,367 | $68,413+65.7% | $123,106-7.9% | $55,191+105.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -0.70% | 6.30%-7.0pp | 13.22%-13.9pp | 10.78%-11.5pp |
| Employer contribution / active EE | $6,045 | $3,050+98.2% | $5,151+17.4% | $1,899+218.4% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $297 | $88+238.7% | $9,015-96.7% | $91+227.6% |