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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 | $79,003+139.7% | $100,398+88.6% | $74,400+154.6% |
| Participation rate | 88.8% | 79.5%+9.3pp | 81.5%+7.3pp | 67.2%+21.6pp |
| Annual return | 15.65% | 20.62%-5.0pp | 49.32%-33.7pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $6,032 | $3,015+100.1% | $3,946+52.9% | $2,624+129.8% |
| Participant deferral / active EE | $12,070 | $7,752+55.7% | $8,084+49.3% | $4,348+177.6% |
| Admin fee / account holder | $18 | $1,331-98.7% | $7,893-99.8% | $1,944-99.1% |