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| Provider | Service type | Compensation |
|---|---|---|
BRG WEALTH MANAGEMENT1 year Service code 28 · EIN 47-1337968 | Investment Management | $23,717 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $8,560 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $888 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $167,017 | $80,177+108.3% | $123,894+34.8% | $57,658+189.7% |
| Participation rate | 99.1% | 74.4%+24.6pp | 81.4%+17.6pp | 70.2%+28.8pp |
| Annual return | 7.32% | 17.90%-10.6pp | 47.52%-40.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $5,990 | $2,913+105.6% | $4,617+29.7% | $1,974+203.5% |
| Participant deferral / active EE | $9,075 | $5,130+76.9% | $5,984+51.6% | $3,061+196.5% |
| Admin fee / account holder | $88 | $106-17.2% | $8,357-98.9% | $95-6.9% |