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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,415 |
MULTNOMAH GROUP9 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $26,033 |
SIKICH LLP2 years Filed as: SIKICH CPA, LLC Service code 10 · EIN 54-1172176 | Accounting | $14,600 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $418 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,595 | $88,087+135.7% | $164,866+25.9% | $74,546+178.5% |
| Participation rate | 99.0% | 73.1%+26.0pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 13.66% | 17.27%-3.6pp | 69.97%-56.3pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $4,314 | $2,595+66.2% | $4,343-0.7% | $2,624+64.4% |
| Participant deferral / active EE | $11,280 | $4,499+150.7% | $6,033+87.0% | $4,347+159.5% |
| Admin fee / account holder | $294 | $2,232-86.8% | $12,689-97.7% | $1,944-84.9% |