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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $41,278 |
STANDARD VALUATIONS2 years Filed as: STANDARD VALUATIONS,INC Service code 28 · EIN 41-1327339 | Investment Management | $16,000 |
SUTTLE & STALNAKER, PLLC6+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $15,065 |
Service code 28 · EIN 23-7327917 | Investment Management | $13,300 |
JOHN F. DASCOLI, PLLC5+ years Service code 29 · EIN 20-5780253 | Legal | $12,257 |
Service code 28 · EIN 06-0566050 | Investment Management | $9,643 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,013 | $91,517-24.6% | $101,248-31.8% | $73,409-6.0% |
| Participation rate | 62.8% | 73.8%-11.0pp | 75.8%-13.0pp | 72.2%-9.4pp |
| Annual return | 13.09% | 17.17%-4.1pp | 46.47%-33.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $3,104 | $2,877+7.9% | $3,660-15.2% | $2,234+39.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $263 | $216+21.9% | $5,945-95.6% | $158+66.6% |