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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 | $101,499-14.2% | $147,005-40.8% | $74,546+16.8% |
| Participation rate | 74.6% | 75.5%-1.0pp | 82.2%-7.6pp | 67.2%+7.4pp |
| Annual return | 13.27% | 8732.34%-8719.1pp | 418.76%-405.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,371 | $3,811-37.8% | $4,934-51.9% | $2,624-9.6% |
| Participant deferral / active EE | $8,351 | $7,304+14.3% | $8,070+3.5% | $4,347+92.1% |
| Admin fee / account holder | $188 | $1,748-89.2% | $13,006-98.6% | $1,944-90.3% |