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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES3 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 28 · EIN 41-1931920 | Investment Management | $18,453 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $10,755 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $10 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,092 | $49,940-15.7% | $95,740-56.0% | $74,460-43.5% |
| Participation rate | 90.9% | 66.8%+24.1pp | 72.3%+18.6pp | 70.7%+20.2pp |
| Annual return | 28.88% | 24.92%+4.0pp | 28.41%+0.5pp | 34.38%-5.5pp |
| Employer contribution / active EE | $1,172 | $1,639-28.5% | $2,836-58.7% | $2,638-55.6% |
| Participant deferral / active EE | $3,446 | $3,753-8.2% | $4,244-18.8% | $4,530-23.9% |
| Admin fee / account holder | $161 | $300-46.4% | $5,676-97.2% | $348-53.8% |