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| Provider | Service type | Compensation |
|---|---|---|
WATKINS ROSS2+ years Filed as: WATKINS, ROSS Service code 15 · EIN 38-1477362 | Recordkeeping | $14,011 |
MATHESON FINANCIAL ADVISORS INC2+ years Service code 10 · EIN 20-0431875 | Accounting | $7,250 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST CO Service code 19 · EIN 42-1558009 | Securities Custodian | $6,353 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,839 | $75,183-23.1% | $123,894-53.3% | $55,167+4.8% |
| Participation rate | 93.1% | 72.8%+20.3pp | 81.4%+11.7pp | 69.0%+24.1pp |
| Annual return | 10.34% | 19.01%-8.7pp | 47.52%-37.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,751 | $2,823-2.5% | $4,617-40.4% | $1,963+40.2% |
| Participant deferral / active EE | $3,828 | $5,084-24.7% | $5,984-36.0% | $3,054+25.4% |
| Admin fee / account holder | $169 | $663-74.5% | $8,357-98.0% | $504-66.5% |