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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $18,605 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $100 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,476 | $84,948+18.3% | $70,476+42.6% | $73,412+36.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 16.44% | 13.39%+3.1pp | 109.12%-92.7pp | 59.30%-42.9pp |
| Employer contribution / active EE | $1,623 | $2,834-42.7% | $2,738-40.7% | $2,234-27.3% |
| Participant deferral / active EE | $3,098 | $3,387-8.5% | $3,710-16.5% | $3,806-18.6% |
| Admin fee / account holder | $17 | $98-83.2% | $3,847-99.6% | $158-89.5% |