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| Provider | Service type | Compensation |
|---|---|---|
BRONFMAN E.L. ROTHSCHILD1+ years Filed as: BRONFMAN E. L. ROTHSCHILD, LP Service code 27 · EIN 39-1908691 | Advisory (Plan) | $68,682 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Claims processing; Trustee (bank, tru... | $9,843 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Sub-transfer agency fees; Participant... | $6,852 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
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 | $34,500 | $34,4920% | $80,004-56.9% | $55,191-37.5% |
| Participation rate | 92.5% | 62.9%+29.7pp | 73.0%+19.5pp | 69.2%+23.4pp |
| Annual return | 0.72% | 3.50%-2.8pp | 7.63%-6.9pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,122 | $1,043+7.6% | $2,473-54.6% | $1,899-40.9% |
| Participant deferral / active EE | $2,422 | $2,104+15.1% | $3,204-24.4% | $3,046-20.5% |
| Admin fee / account holder | $98 | $69+40.9% | $5,033-98.1% | $91+7.6% |