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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,413 |
BANCFIRST1 year Service code 10 · EIN 73-1221379 | Accounting | $12,035 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $94 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,674 | $122,585-32.6% | $184,256-55.1% | $200,096-58.7% |
| Participation rate | 80.6% | 86.9%-6.3pp | 86.8%-6.2pp | 72.0%+8.6pp |
| Annual return | 18.12% | 144.12%-126.0pp | 28.85%-10.7pp | 34.26%-16.1pp |
| Employer contribution / active EE | $3,340 | $4,571-26.9% | $6,427-48.0% | $3,038+10.0% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $17 | $120-85.5% | $13,899-99.9% | $269-93.5% |