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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,293 |
SUTTLE & STALNAKER, PLLC1+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $13,682 |
Service code 28 · EIN 23-7327917 | Investment Management | $12,552 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS INC. Service code 28 · EIN 41-1327339 | Investment Management | $12,000 |
JOHN F. DASCOLI, PLLC1+ years Filed as: JOHN F DASCOLI PLLC Service code 29 · EIN 20-5780253 | Legal | $10,470 |
NATONAL FINANCIAL SERVICES1+ years Filed as: PEOPLES BANK NATIIONAL ASSOCIATION Service code 13 · EIN 31-1398962 | Contract Administrator | $8,332 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,726 | $50,498+2.4% | $75,784-31.7% | $55,191-6.3% |
| Participation rate | 69.2% | 69.4%-0.3pp | 75.8%-6.7pp | 69.2%0pp |
| Annual return | -1.06% | 1.80%-2.9pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $3,694 | $2,291+61.3% | $3,323+11.2% | $1,899+94.6% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $232 | $123+88.4% | $5,300-95.6% | $91+155.3% |