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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 commissions and ... | $418 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,595 | $88,137+135.5% | $164,975+25.8% | $74,429+178.9% |
| Participation rate | 99.0% | 73.1%+25.9pp | 78.6%+20.4pp | 67.2%+31.8pp |
| Annual return | 13.66% | 17.13%-3.5pp | 70.12%-56.5pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $4,314 | $2,597+66.1% | $4,343-0.7% | $2,625+64.4% |
| Participant deferral / active EE | $11,280 | $4,501+150.6% | $6,033+87.0% | $4,348+159.4% |
| Admin fee / account holder | $294 | $2,231-86.8% | $12,688-97.7% | $1,944-84.9% |