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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Service code 28 · EIN 34-1753575 | Investment Management | $20,000 |
MARCUM LLP2+ years Filed as: SKODA MINOTTI & CO Service code 10 · EIN 34-1945206 | Accounting | $9,700 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $420,407 | $75,183+459.2% | $123,894+239.3% | $55,167+662.1% |
| Participation rate | 96.8% | 72.8%+23.9pp | 81.4%+15.4pp | 69.0%+27.8pp |
| Annual return | 8.48% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $13,704 | $2,823+385.4% | $4,617+196.8% | $1,963+598.3% |
| Participant deferral / active EE | $8,818 | $5,084+73.4% | $5,984+47.3% | $3,054+188.7% |
| Admin fee / account holder | $98 | $663-85.2% | $8,357-98.8% | $504-80.6% |