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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 17 · EIN 33-0962367 5832 BOLSA AVENUE, SUITE 100 · HUNTINGTON BEACH, CA 92649 | Pension Consulting | $16,006 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $11,114 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: THE CHARLES SCHWAB COMPANY Service code 33 · EIN 94-3025021 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $100 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,020 | $71,957+20.9% | $67,652+28.6% | $59,188+47.0% |
| Participation rate | 81.8% | 82.7%-0.8pp | 75.7%+6.2pp | 69.4%+12.4pp |
| Annual return | -0.29% | 8.53%-8.8pp | 6625.40%-6625.7pp | 5.51%-5.8pp |
| Employer contribution / active EE | $1,741 | $2,432-28.4% | $2,266-23.2% | $2,098-17.0% |
| Participant deferral / active EE | $5,947 | $4,211+41.2% | $3,560+67.1% | $3,265+82.2% |
| Admin fee / account holder | $74 | $64+15.6% | $4,821-98.5% | $92-19.6% |