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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES5+ years Service code 28 · EIN 34-1753575 | Investment Management | $20,000 |
MARCUM LLP5+ years Filed as: SKODA MINOTTI & CO Service code 10 · EIN 34-1945206 | Accounting | $9,900 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,342 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $468,625 | $88,122+431.8% | $141,191+231.9% | $67,579+593.4% |
| Participation rate | 89.3% | 76.5%+12.9pp | 82.5%+6.9pp | 71.3%+18.1pp |
| Annual return | 20.42% | 75.40%-55.0pp | 71.41%-51.0pp | 378.56%-358.1pp |
| Employer contribution / active EE | $12,543 | $3,224+289.0% | $4,736+164.9% | $2,148+484.0% |
| Participant deferral / active EE | $8,752 | $5,958+46.9% | $6,710+30.4% | $3,539+147.3% |
| Admin fee / account holder | $92 | $131-29.5% | $10,264-99.1% | $142-35.1% |