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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,250 |
FINLEY & COOK2+ years Filed as: FINLEY & COOK, PLLC Service code 10 · EIN 73-0604334 | Accounting | $10,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,240 | $80,354-30.0% | $133,975-58.0% | $63,975-12.1% |
| Participation rate | 85.1% | 87.5%-2.4pp | 87.1%-2.0pp | 71.1%+14.0pp |
| Annual return | 57.16% | 13.11%+44.1pp | 29.29%+27.9pp | 48.65%+8.5pp |
| Employer contribution / active EE | $1,540 | $3,503-56.1% | $5,211-70.5% | $2,182-29.4% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $15 | $69-77.8% | $9,324-99.8% | $70-78.1% |