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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 · EIN 38-3712991 | Contract Administrator | $4,491 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,890 |
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 | $182,537 | $47,977+280.5% | $154,114+18.4% | $56,287+224.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.35% | 3.54%-9.9pp | 735.16%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $6,330 | $2,169+191.9% | $5,298+19.5% | $2,111+199.8% |
| Participant deferral / active EE | $4,200 | $2,392+75.6% | $5,081-17.3% | $3,350+25.4% |
| Admin fee / account holder | $27 | $438-93.8% | $13,411-99.8% | $521-94.8% |