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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $17,821 |
TRI-AD ACTUARIES, INC.7 years Service code 13 · EIN 95-2887986 | Contract Administrator | $13,620 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,750 | $44,984+137.3% | $85,009+25.6% | $74,546+43.2% |
| Participation rate | 99.3% | 49.4%+49.9pp | 67.5%+31.8pp | 67.2%+32.1pp |
| Annual return | 12.54% | 26.25%-13.7pp | 66.47%-53.9pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,174 | $1,458-19.5% | $2,728-57.0% | $2,624-55.3% |
| Participant deferral / active EE | $7,306 | $2,733+167.3% | $4,522+61.6% | $4,347+68.0% |
| Admin fee / account holder | $180 | $2,208-91.9% | $6,153-97.1% | $1,944-90.8% |