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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,711 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $74,471 |
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 | $259,738 | $81,948+217.0% | $90,767+186.2% | $64,829+300.7% |
| Participation rate | 97.4% | 80.5%+16.9pp | 75.7%+21.7pp | 71.5%+25.9pp |
| Annual return | -14.63% | -12.53%-2.1pp | -12.16%-2.5pp | 32.85%-47.5pp |
| Employer contribution / active EE | $9,340 | $3,067+204.5% | $2,922+219.7% | $2,507+272.6% |
| Participant deferral / active EE | $14,513 | $4,844+199.6% | $4,565+217.9% | $4,312+236.6% |
| Admin fee / account holder | $295 | $157+87.5% | $8,445-96.5% | $188+56.8% |