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| Provider | Service type | Compensation |
|---|---|---|
CHIMENTO AND WEBB PC7 years Service code 29 · EIN 47-1507939 | Legal | $38,605 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,205 |
COHNREZNICK LLP2 years Service code 10 · EIN 22-1478099 | Accounting | $24,000 |
FISHER INVESTMENTS7 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $8,595 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $437 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,666 | $104,544+71.9% | $96,564+86.1% | $80,187+124.1% |
| Participation rate | 97.2% | 86.4%+10.8pp | 76.0%+21.2pp | 72.9%+24.2pp |
| Annual return | 18.56% | 21.79%-3.2pp | 25.89%-7.3pp | 40.40%-21.8pp |
| Employer contribution / active EE | $6,276 | $3,527+77.9% | $2,967+111.5% | $2,980+110.6% |
| Participant deferral / active EE | $9,589 | $6,170+55.4% | $4,852+97.6% | $5,016+91.2% |
| Admin fee / account holder | $66 | $107-38.3% | $8,256-99.2% | $145-54.5% |