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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,234 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 28 · EIN 47-0784180 | Investment Management | $40,600 |
MARINER LLC5 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $16,251 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $154 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,418 | $95,388+35.7% | $125,401+3.2% | $77,906+66.1% |
| Participation rate | 96.4% | 78.6%+17.8pp | 82.4%+14.1pp | 73.7%+22.8pp |
| Annual return | 4.82% | 116.19%-111.4pp | 572.53%-567.7pp | 12.16%-7.3pp |
| Employer contribution / active EE | $2,160 | $3,666-41.1% | $4,816-55.1% | $2,846-24.1% |
| Participant deferral / active EE | $9,789 | $7,711+27.0% | $7,448+31.4% | $4,805+103.7% |
| Admin fee / account holder | $53 | $119-55.2% | $10,008-99.5% | $133-59.9% |