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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,750 |
FINLEY & COOK6 years Filed as: FINLEY AND COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $11,420 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,657 | $112,711-24.9% | $170,055-50.2% | $80,187+5.6% |
| Participation rate | 73.8% | 87.4%-13.6pp | 87.0%-13.2pp | 72.9%+0.9pp |
| Annual return | 10.14% | 67.06%-56.9pp | 53.43%-43.3pp | 40.40%-30.3pp |
| Employer contribution / active EE | $3,112 | $4,488-30.7% | $6,790-54.2% | $2,980+4.4% |
| Participant deferral / active EE | $0 | $7,861-100.0% | $10,410-100.0% | $5,016-100.0% |
| Admin fee / account holder | $20 | $99-79.7% | $12,828-99.8% | $145-86.1% |