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| Provider | Service type | Compensation |
|---|---|---|
SIGNATURE ESTATE & INVESTMENT7+ years Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $146,161 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $77,944 |
THE COLONY GROUP LLC7+ years Service code 26 · EIN 90-0751149 | Advisory (Participants) | $20,514 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $20,228 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $14,327 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,686 | $61,172+273.8% | $185,851+23.0% | $79,389+188.1% |
| Participation rate | 96.0% | 66.6%+29.3pp | 81.7%+14.2pp | 70.7%+25.2pp |
| Annual return | 11.90% | 19.45%-7.5pp | 122.11%-110.2pp | 116.89%-105.0pp |
| Employer contribution / active EE | $7,991 | $2,321+244.4% | $5,168+54.6% | $2,428+229.2% |
| Participant deferral / active EE | $5,532 | $2,788+98.4% | $5,569-0.7% | $4,046+36.7% |
| Admin fee / account holder | $271 | $710-61.9% | $16,245-98.3% | $626-56.8% |