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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 56-0223230 | Bank Trustee | $51,513 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $2,626 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
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 | $35,378 | $31,109+13.7% | $67,704-47.7% | $52,331-32.4% |
| Participation rate | 79.0% | 54.0%+25.1pp | 67.5%+11.5pp | 68.1%+10.9pp |
| Annual return | -2.75% | 23.70%-26.4pp | 25.41%-28.2pp | 4.54%-7.3pp |
| Employer contribution / active EE | $1,125 | $1,076+4.6% | $2,559-56.0% | $1,882-40.2% |
| Participant deferral / active EE | $1,279 | $1,970-35.1% | $3,585-64.3% | $3,022-57.7% |
| Admin fee / account holder | $240 | $466-48.6% | $4,255-94.4% | $592-59.5% |