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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,421 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $52,994 |
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 | $321,927 | $92,121+249.5% | $105,591+204.9% | $77,692+314.4% |
| Participation rate | 97.9% | 81.0%+16.9pp | 75.3%+22.6pp | 70.6%+27.3pp |
| Annual return | 14.43% | 17.84%-3.4pp | 116.43%-102.0pp | 31.25%-16.8pp |
| Employer contribution / active EE | $10,037 | $3,370+197.8% | $3,166+217.0% | $2,726+268.2% |
| Participant deferral / active EE | $14,204 | $5,388+163.6% | $5,008+183.6% | $4,648+205.6% |
| Admin fee / account holder | $198 | $219-9.5% | $11,024-98.2% | $431-53.9% |