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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,221 |
REGIONS BANK1 year Service code 28 · EIN 63-0371391 | Investment Management | $24,639 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,947 | $71,523+27.2% | $98,461-7.6% | $71,511+27.2% |
| Participation rate | 95.2% | 72.7%+22.5pp | 75.2%+20.0pp | 67.9%+27.2pp |
| Annual return | 17.44% | 32.43%-15.0pp | 21.17%-3.7pp | 28.86%-11.4pp |
| Employer contribution / active EE | $5,709 | $2,399+137.9% | $3,049+87.3% | $2,589+120.5% |
| Participant deferral / active EE | $8,781 | $4,109+113.7% | $4,738+85.3% | $4,291+104.6% |
| Admin fee / account holder | $268 | $1,676-84.0% | $8,961-97.0% | $1,588-83.2% |