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| Provider | Service type | Compensation |
|---|---|---|
MALCOLM M DIENES, LLC1+ years Filed as: MALCOLM M. DIENES, LLC Service code 10 · EIN 72-0440297 | Accounting | $10,623 |
DELTA CAPITAL MANAGEMENT LLC1+ years Filed as: DELTA FINANCIAL SERVICES, LLC Service code 26 · EIN 02-0630347 | Advisory (Participants) | $10,338 |
CARNEGIE INVESTMENT COUNSEL1+ years Filed as: CARNEGIE CAPITAL ASSET Service code 26 · EIN 26-4766975 | Advisory (Participants) | $10,316 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,680 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,304 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $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 | $244,480 | $88,324+176.8% | $115,038+112.5% | $55,191+343.0% |
| Participation rate | 99.7% | 72.5%+27.1pp | 81.4%+18.3pp | 69.2%+30.5pp |
| Annual return | 0.69% | 6.30%-5.6pp | 26.14%-25.4pp | 10.78%-10.1pp |
| Employer contribution / active EE | $11,226 | $2,805+300.2% | $4,608+143.6% | $1,899+491.2% |
| Participant deferral / active EE | $8,668 | $5,042+71.9% | $6,026+43.8% | $3,046+184.5% |
| Admin fee / account holder | $92 | $105-12.3% | $8,175-98.9% | $91+1.8% |