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| Provider | Service type | Compensation |
|---|---|---|
ELLWOOD ASSOCIATES2 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 28 · EIN 36-3121777 | Investment Management | $37,902 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,571 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $125,658 | $155,795-19.3% | $136,298-7.8% | $69,631+80.5% |
| Participation rate | 95.8% | 75.2%+20.5pp | 81.9%+13.8pp | 70.7%+25.1pp |
| Annual return | 16.24% | 232464.33%-232448.1pp | 5156.27%-5140.0pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,310 | $2,991-22.8% | $4,696-50.8% | $2,032+13.7% |
| Participant deferral / active EE | $8,859 | $5,394+64.3% | $6,247+41.8% | $3,224+174.8% |
| Admin fee / account holder | $147 | $128+14.4% | $9,244-98.4% | $110+32.8% |