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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $73,471 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $13,647 |
VECTOR BENEFITS INC1 year Filed as: VECTOR WEALTH MGMT LLC Service code 26 · EIN 20-0081154 | Advisory (Participants) | $8,952 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $421 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $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 | $73,224 | $36,916+98.4% | $156,551-53.2% | $57,658+27.0% |
| Participation rate | 96.3% | 63.4%+32.9pp | 84.0%+12.3pp | 70.2%+26.1pp |
| Annual return | 7.15% | 12.38%-5.2pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $4,090 | $1,571+160.4% | $5,501-25.7% | $1,974+107.2% |
| Participant deferral / active EE | $4,823 | $1,926+150.5% | $4,871-1.0% | $3,061+57.6% |
| Admin fee / account holder | $164 | $82+98.8% | $13,028-98.7% | $95+73.5% |