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| Provider | Service type | Compensation |
|---|---|---|
DELTA FINANCIAL ADVISORS LLC3 years Service code 26 · EIN 02-0630347 | Advisory (Participants) | $24,504 |
FISHER INVESTMENTS5 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $20,068 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,517 |
Service code 26 · EIN 76-0536705 | Advisory (Participants) | $11,237 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other inv... | $684 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,966 | $95,417+246.9% | $135,974+143.4% | $74,460+344.5% |
| Participation rate | 96.0% | 78.2%+17.8pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 20.48% | 32.76%-12.3pp | 68.30%-47.8pp | 34.38%-13.9pp |
| Employer contribution / active EE | $3,004 | $3,878-22.5% | $4,859-38.2% | $2,638+13.9% |
| Participant deferral / active EE | $10,426 | $7,789+33.9% | $7,760+34.4% | $4,530+130.2% |
| Admin fee / account holder | $167 | $266-37.2% | $10,767-98.4% | $348-52.0% |