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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,681 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $17,582 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,971 | $55,472+40.6% | $155,567-49.9% | $74,546+4.6% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 19.83% | 268.72%-248.9pp | 64.74%-44.9pp | 1366.03%-1346.2pp |
| Employer contribution / active EE | $1,646 | $2,269-27.4% | $4,674-64.8% | $2,624-37.3% |
| Participant deferral / active EE | $5,050 | $2,838+78.0% | $5,628-10.3% | $4,347+16.2% |
| Admin fee / account holder | $156 | $1,743-91.1% | $15,916-99.0% | $1,944-92.0% |