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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,560 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST Service code 28 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $480 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,893 | $70,002+428.4% | $115,038+221.5% | $52,331+606.8% |
| Participation rate | 97.8% | 72.1%+25.7pp | 81.4%+16.4pp | 68.1%+29.7pp |
| Annual return | 0.51% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $15,376 | $2,715+466.3% | $4,608+233.7% | $1,882+717.1% |
| Participant deferral / active EE | $10,326 | $4,920+109.9% | $6,026+71.4% | $3,022+241.7% |
| Admin fee / account holder | $8 | $566-98.6% | $8,175-99.9% | $592-98.6% |