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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 | $78,562+39.6% | $105,608+3.8% | $74,429+47.3% |
| Participation rate | 97.7% | 72.8%+24.9pp | 75.3%+22.4pp | 67.2%+30.5pp |
| Annual return | 18.49% | 15.94%+2.5pp | 116.50%-98.0pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $6,230 | $2,521+147.1% | $3,167+96.7% | $2,625+137.3% |
| Participant deferral / active EE | $9,307 | $4,321+115.4% | $5,010+85.8% | $4,348+114.0% |
| Admin fee / account holder | $287 | $2,217-87.0% | $11,028-97.4% | $1,944-85.2% |