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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,176 |
STANDARD VALUATIONS3 years Filed as: STANDARD VALUATIONS,INC Service code 28 · EIN 41-1327339 | Investment Management | $16,000 |
SUTTLE & STALNAKER, PLLC7+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $15,587 |
Service code 28 · EIN 23-7327917 | Investment Management | $11,400 |
Service code 28 · EIN 06-0566050 | Investment Management | $9,301 |
JOHN F. DASCOLI, PLLC6 years Service code 29 · EIN 20-5780253 | Legal | $7,016 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,932 | $78,275+0.8% | $109,173-27.7% | $86,821-9.1% |
| Participation rate | 58.8% | 73.8%-15.1pp | 75.9%-17.1pp | 72.3%-13.5pp |
| Annual return | 12.64% | 19.14%-6.5pp | 25.75%-13.1pp | 97.94%-85.3pp |
| Employer contribution / active EE | $3,853 | $3,105+24.1% | $3,723+3.5% | $2,406+60.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $294 | $198+48.2% | $6,755-95.6% | $170+73.4% |