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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,000 |
FINLEY & COOK3+ years Filed as: FINLEY & COOK, PLLC Service code 10 · EIN 73-0604334 | Accounting | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,122 | $89,274-33.8% | $149,721-60.5% | $77,958-24.2% |
| Participation rate | 85.4% | 87.6%-2.2pp | 87.1%-1.6pp | 71.6%+13.8pp |
| Annual return | 9.33% | 20.36%-11.0pp | 1501.67%-1492.3pp | 20.87%-11.5pp |
| Employer contribution / active EE | $1,711 | $3,727-54.1% | $5,444-68.6% | $2,310-25.9% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $20 | $240-91.8% | $11,282-99.8% | $97-79.8% |