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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,226 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $49 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,392 | $79,169+139.2% | $100,415+88.6% | $74,478+154.3% |
| Participation rate | 88.8% | 79.4%+9.4pp | 81.5%+7.3pp | 67.2%+21.6pp |
| Annual return | 15.65% | 20.51%-4.9pp | 49.47%-33.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $6,032 | $3,017+99.9% | $3,943+53.0% | $2,626+129.7% |
| Participant deferral / active EE | $12,070 | $7,751+55.7% | $8,091+49.2% | $4,350+177.5% |
| Admin fee / account holder | $18 | $1,337-98.7% | $7,906-99.8% | $1,946-99.1% |