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| Provider | Service type | Compensation |
|---|---|---|
WATKINS ROSS3 years Service code 15 · EIN 38-1477362 | Recordkeeping | $34,609 |
Filed as: FIDELITY INVESTORS Service code 18 · EIN 31-4156830 | Trustee (directed); Custodial (securi... | $32,561 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 | Trustee (directed); Custodial (other ... | $1,142 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 18 · EIN 42-1558009 | Trustee (directed); Custodial (securi... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,712 | $85,135-78.0% | $98,916-81.1% | $73,412-74.5% |
| Participation rate | 94.0% | 81.1%+12.8pp | 76.0%+17.9pp | 72.2%+21.8pp |
| Annual return | 11.45% | 19.14%-7.7pp | 196.45%-185.0pp | 59.30%-47.8pp |
| Employer contribution / active EE | $331 | $2,721-87.8% | $2,689-87.7% | $2,234-85.2% |
| Participant deferral / active EE | $1,264 | $4,349-70.9% | $4,245-70.2% | $3,806-66.8% |
| Admin fee / account holder | $124 | $139-10.6% | $6,642-98.1% | $158-21.2% |