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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES3+ years Service code 28 · EIN 34-1753575 | Investment Management | $20,000 |
MARCUM LLP3+ years Filed as: SKODA MINOTTI & CO Service code 10 · EIN 34-1945206 | Accounting | $9,700 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $6,805 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $414,957 | $155,795+166.3% | $136,298+204.4% | $69,631+495.9% |
| Participation rate | 79.2% | 75.2%+3.9pp | 81.9%-2.8pp | 70.7%+8.5pp |
| Annual return | 17.85% | 232464.33%-232446.5pp | 5156.27%-5138.4pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $10,392 | $2,991+247.4% | $4,696+121.3% | $2,032+411.4% |
| Participant deferral / active EE | $7,390 | $5,394+37.0% | $6,247+18.3% | $3,224+129.2% |
| Admin fee / account holder | $92 | $128-28.1% | $9,244-99.0% | $110-16.5% |