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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,463 |
REGIONS BANK2 years Service code 28 · EIN 63-0371391 | Investment Management | $30,314 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $58 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,647 | $78,607+39.5% | $105,624+3.8% | $74,478+47.2% |
| Participation rate | 97.7% | 72.8%+24.9pp | 75.3%+22.4pp | 67.2%+30.5pp |
| Annual return | 18.49% | 15.96%+2.5pp | 116.20%-97.7pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $6,230 | $2,523+146.9% | $3,168+96.7% | $2,626+137.2% |
| Participant deferral / active EE | $9,307 | $4,325+115.2% | $5,013+85.7% | $4,350+113.9% |
| Admin fee / account holder | $287 | $2,220-87.1% | $10,961-97.4% | $1,946-85.2% |