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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $113,208 |
Filed as: ATLANTA CONSULTING GROUP ADVIS Service code 28 · EIN 81-5358976 | Investment Management | $49,593 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 28 · EIN 55-0672859 | Investment Management | $17,279 |
PEOPLES INSURANCE AGENCY, LLC4+ years Service code 28 · EIN 31-1398962 | Investment Management | $9,417 |
Filed as: CASSIDY, COGAN, SHAPELL Service code 29 · EIN 55-0614690 | Legal | $7,437 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,697 | $56,443+126.2% | $83,830+52.3% | $55,725+129.2% |
| Participation rate | 92.5% | 72.0%+20.5pp | 76.1%+16.4pp | 70.9%+21.7pp |
| Annual return | -4.85% | 393.67%-398.5pp | 850.97%-855.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $5,108 | $2,682+90.5% | $3,631+40.7% | $2,078+145.8% |
| Participant deferral / active EE | $176 | $2,965-94.1% | $4,082-95.7% | $3,356-94.8% |
| Admin fee / account holder | $233 | $156+49.0% | $5,479-95.7% | $115+102.2% |