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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,559 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST Service code 28 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $375 |
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 | $567,007 | $75,183+654.2% | $123,894+357.7% | $55,167+927.8% |
| Participation rate | 70.3% | 72.8%-2.6pp | 81.4%-11.1pp | 69.0%+1.3pp |
| Annual return | 7.85% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $19,465 | $2,823+589.4% | $4,617+321.6% | $1,963+891.8% |
| Participant deferral / active EE | $9,853 | $5,084+93.8% | $5,984+64.7% | $3,054+222.6% |
| Admin fee / account holder | $21 | $663-96.8% | $8,357-99.7% | $504-95.8% |