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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,226 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,076 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage; Securities brok... | $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 | $117,071 | $136,307-14.1% | $177,827-34.2% | $73,493+59.3% |
| Participation rate | 82.6% | 86.1%-3.5pp | 87.7%-5.1pp | 70.7%+11.9pp |
| Annual return | 18.05% | 18.68%-0.6pp | 48.32%-30.3pp | 28.51%-10.5pp |
| Employer contribution / active EE | $2,747 | $3,712-26.0% | $5,918-53.6% | $2,270+21.0% |
| Participant deferral / active EE | $5,924 | $5,829+1.6% | $7,713-23.2% | $3,740+58.4% |
| Admin fee / account holder | $19 | $596-96.9% | $12,429-99.9% | $513-96.4% |