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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $84,118 |
Filed as: MERRILL LYNCH CONSULTING SERVI Service code 28 · EIN 13-5674085 | Investment Management | $40,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,551 | $103,024-35.4% | $112,040-40.6% | $79,634-16.4% |
| Participation rate | 89.7% | 80.6%+9.1pp | 76.5%+13.2pp | 62.5%+27.2pp |
| Annual return | 16.78% | 17.60%-0.8pp | 24.52%-7.7pp | 36.46%-19.7pp |
| Employer contribution / active EE | $1,982 | $3,015-34.3% | $2,954-32.9% | $2,529-21.6% |
| Participant deferral / active EE | $5,162 | $5,233-1.3% | $5,098+1.3% | $3,835+34.6% |
| Admin fee / account holder | $130 | $465-71.9% | $12,098-98.9% | $1,002-87.0% |