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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES10+ years Service code 28 · EIN 34-1753575 | Investment Management | $37,500 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,119 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $503,676 | $106,247+374.1% | $147,096+242.4% | $77,714+548.1% |
| Participation rate | 73.6% | 78.4%-4.8pp | 82.2%-8.5pp | 70.6%+3.0pp |
| Annual return | 14.37% | 56.87%-42.5pp | 419.75%-405.4pp | 31.26%-16.9pp |
| Employer contribution / active EE | $10,812 | $4,069+165.7% | $4,936+119.1% | $2,727+296.5% |
| Participant deferral / active EE | $9,578 | $7,996+19.8% | $8,071+18.7% | $4,649+106.0% |
| Admin fee / account holder | $112 | $338-66.8% | $13,005-99.1% | $433-74.1% |