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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES8+ years Service code 28 · EIN 34-1753575 | Investment Management | $25,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,278 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 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 | $445,373 | $82,163+442.1% | $125,381+255.2% | $64,819+587.1% |
| Participation rate | 77.9% | 77.9%0pp | 82.4%-4.5pp | 71.5%+6.4pp |
| Annual return | -15.89% | 3.49%-19.4pp | 572.31%-588.2pp | 32.84%-48.7pp |
| Employer contribution / active EE | $11,641 | $3,616+221.9% | $4,815+141.8% | $2,507+364.4% |
| Participant deferral / active EE | $8,556 | $7,175+19.3% | $7,448+14.9% | $4,311+98.5% |
| Admin fee / account holder | $76 | $163-53.6% | $10,007-99.2% | $188-59.7% |