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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,709 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST Service code 28 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $429 |
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 | $535,749 | $89,652+497.6% | $141,197+279.4% | $65,186+721.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 23.37% | 32.79%-9.4pp | 71.41%-48.0pp | 29.39%-6.0pp |
| Employer contribution / active EE | $15,874 | $3,065+418.0% | $4,736+235.2% | $2,177+629.3% |
| Participant deferral / active EE | $10,711 | $5,691+88.2% | $6,710+59.6% | $3,514+204.8% |
| Admin fee / account holder | $8 | $569-98.6% | $10,265-99.9% | $847-99.1% |