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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $22,717 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF LABOR Service code 21 · EIN 48-0150325 | Bank Trustee | $21,193 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $14,228 |
STERN BROTHERS1 year Filed as: STERN BROTHERS INVESTMENT ADVISORS Service code 34 · EIN 43-1357568 | Direct payment from the plan; Valuati... | $11,265 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,713 | $106,236+38.1% | $112,249+30.7% | $64,819+126.3% |
| Participation rate | 96.3% | 71.7%+24.7pp | 75.1%+21.3pp | 71.5%+24.9pp |
| Annual return | 19.98% | -6.02%+26.0pp | 27.48%-7.5pp | 32.84%-12.9pp |
| Employer contribution / active EE | $2,809 | $3,166-11.3% | $3,636-22.7% | $2,507+12.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $132 | $452-70.7% | $6,412-97.9% | $188-29.5% |