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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $71,864 |
ARGENT TRUST COMPANY6 years Service code 25 · EIN 32-1437218 | Directed Trustee | $41,210 |
Filed as: SHAREHOLDERS STRATEGIES, INC. Service code 34 · EIN 54-1703011 | Direct payment from the plan; Valuati... | $40,292 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $19,085 |
HARDING LOEVNER LP1 year Filed as: HARDING SHYAMSKI Service code 10 · EIN 35-1346211 | Accounting | $12,691 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,137 | $95,388-64.2% | $125,391-72.8% | $77,906-56.2% |
| Participation rate | 98.7% | 78.6%+20.1pp | 82.4%+16.3pp | 73.7%+25.0pp |
| Annual return | 33.46% | 116.19%-82.7pp | 572.41%-539.0pp | 12.16%+21.3pp |
| Employer contribution / active EE | $2,613 | $3,666-28.7% | $4,816-45.7% | $2,846-8.2% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $96 | $119-19.5% | $10,009-99.0% | $133-27.8% |