| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $212,923 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $55,569 |
CURCIO WEBB5 years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $12,150 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,293 | $130,052-6.0% | $86,717+41.0% | $77,906+57.0% |
| Participation rate | 97.0% | 85.9%+11.0pp | 76.6%+20.4pp | 73.7%+23.3pp |
| Annual return | -14.78% | -12.73%-2.0pp | 35.97%-50.7pp | 12.16%-26.9pp |
| Employer contribution / active EE | $5,808 | $3,214+80.7% | $2,837+104.7% | $2,846+104.0% |
| Participant deferral / active EE | $8,397 | $5,741+46.3% | $4,657+80.3% | $4,805+74.7% |
| Admin fee / account holder | $74 | $132-43.9% | $7,494-99.0% | $133-44.2% |