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| Provider | Service type | Compensation |
|---|---|---|
SIGNATURE ESTATE & INVESTMENT10+ years Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $136,431 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,613 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $18,127 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $11,551 |
Filed as: FOCUS PARTNERS WEALTH LLCC Service code 26 · EIN 90-0751149 | Advisory (Participants) | $10,715 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,085 | $55,423+194.3% | $155,602+4.8% | $74,400+119.2% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 11.90% | 269.07%-257.2pp | 64.81%-52.9pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $6,810 | $2,266+200.6% | $4,675+45.7% | $2,624+159.5% |
| Participant deferral / active EE | $5,670 | $2,835+100.0% | $5,629+0.7% | $4,348+30.4% |
| Admin fee / account holder | $196 | $1,744-88.8% | $15,923-98.8% | $1,944-89.9% |