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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,670 |
ENZA FINANCIAL LLC1 year Service code 28 · EIN 47-1337968 | Investment Management | $35,457 |
SIKICH LLP7 years Service code 10 · EIN 36-3168081 | Accounting | $11,130 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $255 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,314 | $82,163+169.4% | $125,363+76.5% | $64,814+241.5% |
| Participation rate | 97.9% | 77.9%+20.0pp | 82.4%+15.5pp | 71.5%+26.4pp |
| Annual return | -16.42% | 3.49%-19.9pp | 572.15%-588.6pp | 32.84%-49.3pp |
| Employer contribution / active EE | $6,848 | $3,616+89.4% | $4,815+42.2% | $2,507+173.2% |
| Participant deferral / active EE | $11,891 | $7,175+65.7% | $7,447+59.7% | $4,310+175.9% |
| Admin fee / account holder | $217 | $163+32.9% | $10,005-97.8% | $188+15.5% |