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| Provider | Service type | Compensation |
|---|---|---|
GLASSMAN WEALTH SERVICES LLC2 years Service code 26 · EIN 27-0896966 | Advisory (Participants) | $41,595 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,096 |
Service code 26 · EIN 82-1531856 | Advisory (Participants) | $6,396 |
Filed as: CORBYN INVESTMENT MANAGEMENT INC Service code 26 · EIN 52-0964322 | Advisory (Participants) | $5,318 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,582 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,621 | $88,122+40.3% | $141,200-12.4% | $67,584+82.9% |
| Participation rate | 99.6% | 76.5%+23.1pp | 82.5%+17.1pp | 71.3%+28.3pp |
| Annual return | 22.04% | 75.40%-53.4pp | 71.41%-49.4pp | 378.59%-356.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $14,296 | $5,958+140.0% | $6,710+113.0% | $3,540+303.9% |
| Admin fee / account holder | $7 | $131-95.0% | $10,265-99.9% | $142-95.4% |