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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $50,792 |
OAKSTREET WEALTH MANAGEMENT4+ years Service code 27 · EIN 82-1589061 | Advisory (Plan) | $20,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,710 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $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 | $42,615 | $69,823-39.0% | $77,183-44.8% | $74,440-42.8% |
| Participation rate | 51.8% | 70.0%-18.2pp | 69.6%-17.8pp | 70.7%-18.9pp |
| Annual return | 18.24% | 19.99%-1.7pp | 37.89%-19.6pp | 34.37%-16.1pp |
| Employer contribution / active EE | $1,452 | $2,148-32.4% | $2,534-42.7% | $2,638-45.0% |
| Participant deferral / active EE | $2,908 | $3,558-18.3% | $3,833-24.1% | $4,529-35.8% |
| Admin fee / account holder | $127 | $398-68.1% | $5,475-97.7% | $348-63.5% |