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| Provider | Service type | Compensation |
|---|---|---|
STANDARD VALUATIONS3+ years Filed as: STANDARD VALUATIONS INC. Service code 28 · EIN 41-1327339 | Investment Management | $20,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,824 |
SUTTLE & STALNAKER, PLLC3+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $13,932 |
Service code 28 · EIN 23-7327917 | Investment Management | $11,805 |
Filed as: TRAVELERS CASUALTY & SURETY COMPANY Service code 28 · EIN 06-6033504 | Investment Management | $8,907 |
JOHN F. DASCOLI, PLLC2 years Service code 29 · EIN 20-5780253 | Legal | $8,489 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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.
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 | $59,056 | $60,545-2.5% | $92,240-36.0% | $69,631-15.2% |
| Participation rate | 65.9% | 72.2%-6.3pp | 76.5%-10.6pp | 70.7%-4.8pp |
| Annual return | 11.16% | 19.71%-8.6pp | 176.29%-165.1pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $4,239 | $2,633+61.0% | $3,680+15.2% | $2,032+108.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $219 | $145+51.6% | $5,194-95.8% | $110+98.7% |