| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $256,137 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $42,500 |
CURCIO WEBB2 years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $13,010 |
FOULSTON SIEFKIN LLP3 years Service code 29 · EIN 48-0572027 | Legal | $10,170 |
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 | $127,114 | $105,173+20.9% | $87,102+45.9% | $77,775+63.4% |
| Participation rate | 97.1% | 85.8%+11.3pp | 76.9%+20.2pp | 73.2%+23.8pp |
| Annual return | 21.38% | 24.52%-3.1pp | 28.19%-6.8pp | 32.58%-11.2pp |
| Employer contribution / active EE | $5,225 | $2,890+80.8% | $2,521+107.2% | $2,504+108.7% |
| Participant deferral / active EE | $7,521 | $5,048+49.0% | $4,048+85.8% | $3,966+89.7% |
| Admin fee / account holder | $78 | $105-25.5% | $7,493-99.0% | $100-22.2% |