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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 P O BOX 95135 · CHICAGO, IL 606945135 | Actuarial | $56,713 |
COOK STREET CONSULTING3+ years Service code 27 5299 DTC BLVD, SUITE 1150 · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $39,785 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $17,215 |
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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 | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 11.25% | 10.58%+0.7pp | 14.41%-3.2pp | 13.95%-2.7pp |
| Employer contribution / active EE | $58,377 | $37,352+56.3% | $45,283+28.9% | $16,598+251.7% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |