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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,710 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $11,400 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 28 · EIN 36-3258176 | Investment Management | $11,063 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,901 | $129,227-55.2% | $184,260-68.6% | $77,736-25.5% |
| Participation rate | 86.2% | 87.4%-1.2pp | 86.8%-0.7pp | 70.6%+15.6pp |
| Annual return | 14.95% | 33.24%-18.3pp | 28.84%-13.9pp | 31.26%-16.3pp |
| Employer contribution / active EE | $1 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,597 | $7,307-37.1% | $9,133-49.7% | $4,651-1.1% |
| Admin fee / account holder | $131 | $256-48.8% | $13,898-99.1% | $433-69.8% |