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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES4+ years Service code 28 · EIN 34-1753575 | Investment Management | $20,000 |
MARCUM LLP4+ years Filed as: SKODA MINOTTI & CO Service code 10 · EIN 34-1945206 | Accounting | $9,900 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $5,316 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $395,587 | $75,388+424.7% | $123,553+220.2% | $55,725+609.9% |
| Participation rate | 88.4% | 75.7%+12.7pp | 82.3%+6.1pp | 70.9%+17.5pp |
| Annual return | -3.92% | 4.48%-8.4pp | 119.21%-123.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $11,881 | $3,063+287.9% | $4,628+156.7% | $2,078+471.7% |
| Participant deferral / active EE | $8,267 | $5,651+46.3% | $6,426+28.7% | $3,356+146.4% |
| Admin fee / account holder | $92 | $120-23.0% | $9,284-99.0% | $115-20.0% |