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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,910 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 28 · EIN 47-0784180 | Investment Management | $41,803 |
MARINER LLC6 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $14,702 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $118 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,093 | $107,415+35.1% | $135,998+6.7% | $80,187+80.9% |
| Participation rate | 99.2% | 78.0%+21.2pp | 81.9%+17.3pp | 72.9%+26.3pp |
| Annual return | 25.14% | 91.99%-66.9pp | 68.37%-43.2pp | 40.40%-15.3pp |
| Employer contribution / active EE | $2,070 | $3,878-46.6% | $4,860-57.4% | $2,980-30.5% |
| Participant deferral / active EE | $10,336 | $8,189+26.2% | $7,761+33.2% | $5,016+106.0% |
| Admin fee / account holder | $47 | $127-63.3% | $10,769-99.6% | $145-67.8% |