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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $50,494 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $17,643 |
SIKICH LLP8+ years Service code 10 · EIN 36-3168081 | Accounting | $12,400 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $305 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,129 | $86,655+100.9% | $119,622+45.6% | $66,938+160.1% |
| Participation rate | 97.4% | 75.6%+21.8pp | 79.3%+18.1pp | 69.8%+27.6pp |
| Annual return | -17.22% | -8.00%-9.2pp | -14.98%-2.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $4,359 | $2,536+71.9% | $4,232+3.0% | $2,545+71.3% |
| Participant deferral / active EE | $10,051 | $4,358+130.6% | $5,601+79.5% | $4,238+137.2% |
| Admin fee / account holder | $272 | $755-63.9% | $10,328-97.4% | $594-54.1% |