| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $266,075 |
401K BENEFIT CONSULTANTS, LLC2+ years Service code 28 · EIN 46-0738868 | Investment Management | $51,831 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $42,500 |
FOULSTON SIEFKIN LLP1 year Service code 29 · EIN 48-0572027 | Legal | $6,505 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $18 |
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 | $120,433 | $88,730+35.7% | $82,312+46.3% | $77,958+54.5% |
| Participation rate | 97.1% | 84.5%+12.6pp | 76.9%+20.2pp | 71.6%+25.5pp |
| Annual return | 17.15% | 20.88%-3.7pp | 25.88%-8.7pp | 20.87%-3.7pp |
| Employer contribution / active EE | $4,903 | $2,758+77.7% | $2,428+101.9% | $2,310+112.2% |
| Participant deferral / active EE | $7,296 | $4,634+57.4% | $3,706+96.9% | $3,537+106.3% |
| Admin fee / account holder | $85 | $74+15.3% | $5,608-98.5% | $97-12.4% |