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| Provider | Service type | Compensation |
|---|---|---|
SIGNATURE ESTATE & INVESTMENT8+ years Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $165,844 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,054 |
THE COLONY GROUP LLC8+ years Service code 26 · EIN 90-0751149 | Advisory (Participants) | $19,783 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other inv... | $14,628 |
Service code 26 · EIN 20-1665305 | Advisory (Participants) | $10,049 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,971 | $65,071+172.0% | $143,770+23.1% | $66,923+164.4% |
| Participation rate | 94.1% | 65.2%+28.9pp | 80.3%+13.8pp | 69.8%+24.3pp |
| Annual return | -14.15% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $7,359 | $2,361+211.7% | $4,951+48.6% | $2,545+189.2% |
| Participant deferral / active EE | $5,783 | $2,919+98.1% | $5,638+2.6% | $4,237+36.5% |
| Admin fee / account holder | $233 | $502-53.7% | $14,673-98.4% | $593-60.8% |