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| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.4 years Service code 13 · EIN 95-2887986 | Contract Administrator | $11,772 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,236 | $79,694+44.6% | $96,171+19.8% | $79,391+45.2% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 13.85% | 40.84%-27.0pp | 192.04%-178.2pp | 116.88%-103.0pp |
| Employer contribution / active EE | $1,750 | $1,443+21.3% | $2,799-37.5% | $2,428-27.9% |
| Participant deferral / active EE | $6,938 | $2,539+173.3% | $4,350+59.5% | $4,046+71.5% |
| Admin fee / account holder | $83 | $630-86.8% | $5,538-98.5% | $627-86.8% |