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| Provider | Service type | Compensation |
|---|---|---|
SIGNATURE ESTATE & INVESTMENT9+ years Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $142,911 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,401 |
THE COLONY GROUP LLC9+ years Service code 26 · EIN 90-0751149 | Advisory (Participants) | $19,734 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $14,215 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $12,146 |
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 | $184,217 | $61,391+200.1% | $149,723+23.0% | $71,529+157.5% |
| Participation rate | 95.3% | 62.5%+32.7pp | 78.8%+16.5pp | 67.9%+27.3pp |
| Annual return | 15.44% | 35.88%-20.4pp | 134.50%-119.1pp | 28.97%-13.5pp |
| Employer contribution / active EE | $6,610 | $2,384+177.3% | $4,821+37.1% | $2,590+155.2% |
| Participant deferral / active EE | $5,715 | $2,921+95.7% | $5,682+0.6% | $4,291+33.2% |
| Admin fee / account holder | $202 | $1,264-84.1% | $13,215-98.5% | $1,588-87.3% |