Filed December 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $13,786 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Trustee (dire... | $9,760 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,008 | $76,112-23.8% | $96,544-39.9% | $71,529-18.9% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.6pp |
| Annual return | 15.68% | 22.80%-7.1pp | 25.88%-10.2pp | 28.97%-13.3pp |
| Employer contribution / active EE | $3,416 | $2,248+52.0% | $2,966+15.2% | $2,590+31.9% |
| Participant deferral / active EE | $4,496 | $4,217+6.6% | $4,851-7.3% | $4,291+4.8% |
| Admin fee / account holder | $49 | $2,708-98.2% | $8,254-99.4% | $1,588-96.9% |