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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3 years Service code 64 · EIN 13-4008324 | Recordkeeping Fees | $123,717 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,744 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $22,837 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 22.22% | 11.98%+10.2pp | 35.15%-12.9pp | 37.74%-15.5pp |
| Employer contribution / active EE | $139,288 | $57,753+141.2% | $46,389+200.3% | $15,788+782.2% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |