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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $107,236 |
ROCATON INVESTMENT ADVISORS, LLC9+ years Service code 28 · EIN 04-3638035 | Investment Management | $33,947 |
Filed as: STOUT CAUSEY & HORNING PA Service code 10 · EIN 52-1743645 | Accounting | $27,700 |
THOMA CAPITAL MANAGEMENT LLC9+ years Service code 26 · EIN 52-2153736 | Advisory (Participants) | $13,393 |
Service code 26 · EIN 93-1936612 | Advisory (Participants) | $10,265 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $173 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $148,651-100.0% | $135,998-100.0% | $139,500-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | -97.80% | 79.36%-177.2pp | 68.37%-166.2pp | 373.99%-471.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,860-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,761-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $12,409-100.0% | $10,769-100.0% | $11,410-100.0% |