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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES2 years Filed as: CALLAN ASSOCIATES INC Service code 28 · EIN 94-2192581 | Investment Management | $83,173 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $36,483 |
Filed as: SCHWAB RETIRMENT PLAN SERVICES, INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,496 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB AND CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 10.00% | 7.94%+2.1pp | 9.78%+0.2pp | 11.84%-1.8pp |
| Employer contribution / active EE | $31,425 | $42,390-25.9% | $46,889-33.0% | $17,339+81.2% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |