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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON POINTE INVESTMENT ADVISORY Service code 26 · EIN 27-0636826 | Advisory (Participants) | $41,855 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967289 | Securities Custodian | $5,192 |
Service code 13 · EIN 56-2270237 | Contract Administrator | $3,741 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,872 | $61,356+2.5% | $149,696-58.0% | $71,511-12.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.13% | 35.86%-21.7pp | 134.46%-120.3pp | 28.86%-14.7pp |
| Employer contribution / active EE | $2,032 | $2,382-14.7% | $4,821-57.8% | $2,589-21.5% |
| Participant deferral / active EE | $2,710 | $2,920-7.2% | $5,682-52.3% | $4,291-36.8% |
| Admin fee / account holder | $297 | $1,263-76.5% | $13,212-97.8% | $1,588-81.3% |