| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2 years Service code 64 · EIN 13-4008324 | Recordkeeping Fees | $125,096 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $75,941 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $25,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $23,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -14.24% | -13.41%-0.8pp | 10.22%-24.5pp | 2.78%-17.0pp |
| Employer contribution / active EE | $151,537 | $53,848+181.4% | $51,212+195.9% | $15,276+892.0% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |