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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 456 FULTON ST #345 · PEORIA, IL 61602 | Recordkeeping | $21,182 |
Service code 26 · EIN 04-2675571 115 FRON STREET · BEAVER DAM, WI 53916 | Advisory (Participants) | $4,189 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $3,019 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMBANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,921 | $73,102-65.9% | $123,552-79.8% | $56,287-55.7% |
| Participation rate | 71.1% | 74.3%-3.2pp | 82.3%-11.2pp | 69.9%+1.2pp |
| Annual return | -3.18% | 3.01%-6.2pp | 119.20%-122.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $402 | $2,977-86.5% | $4,628-91.3% | $2,111-81.0% |
| Participant deferral / active EE | $2,527 | $5,423-53.4% | $6,426-60.7% | $3,350-24.6% |
| Admin fee / account holder | $160 | $554-71.0% | $9,285-98.3% | $521-69.2% |