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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,071 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $14 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,039 | $101,672-14.4% | $147,117-40.8% | $74,478+16.9% |
| Participation rate | 74.6% | 75.5%-1.0pp | 82.2%-7.6pp | 67.2%+7.4pp |
| Annual return | 13.27% | 8757.83%-8744.6pp | 420.54%-407.3pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,371 | $3,813-37.8% | $4,932-51.9% | $2,626-9.7% |
| Participant deferral / active EE | $8,351 | $7,305+14.3% | $8,065+3.6% | $4,350+92.0% |
| Admin fee / account holder | $188 | $1,753-89.3% | $12,993-98.6% | $1,946-90.3% |