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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,500 |
ENZA FINANCIAL LLC3 years Service code 28 · EIN 47-1337968 | Investment Management | $38,680 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $13,000 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other inv... | $305 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $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 | $288,854 | $106,230+171.9% | $147,080+96.4% | $77,736+271.6% |
| Participation rate | 99.4% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 30.64% | 56.91%-26.3pp | 420.17%-389.5pp | 31.26%-0.6pp |
| Employer contribution / active EE | $3,440 | $4,072-15.5% | $4,933-30.3% | $2,728+26.1% |
| Participant deferral / active EE | $11,727 | $8,001+46.6% | $8,066+45.4% | $4,651+152.2% |
| Admin fee / account holder | $243 | $338-28.3% | $12,989-98.1% | $433-44.0% |