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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $16,682 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,793 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $4,203 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,021 | $69,823-25.5% | $76,872-32.3% | $74,460-30.1% |
| Participation rate | 69.2% | 70.0%-0.8pp | 69.6%-0.4pp | 70.7%-1.6pp |
| Annual return | 16.86% | 19.99%-3.1pp | 37.90%-21.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $2,015 | $2,148-6.2% | $2,533-20.4% | $2,638-23.6% |
| Participant deferral / active EE | $3,528 | $3,558-0.8% | $3,832-7.9% | $4,530-22.1% |
| Admin fee / account holder | $57 | $398-85.6% | $5,476-99.0% | $348-83.5% |