Filed December 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $19,582 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $7,781 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,628 | $79,184-34.8% | $102,438-49.6% | $74,546-30.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.52% | 54.95%-41.4pp | 29.37%-15.9pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,550 | $2,362+7.9% | $3,024-15.7% | $2,624-2.8% |
| Participant deferral / active EE | $4,057 | $4,414-8.1% | $5,054-19.7% | $4,347-6.7% |
| Admin fee / account holder | $58 | $2,001-97.1% | $9,448-99.4% | $1,944-97.0% |