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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 | $58,954 |
Service code 25 · EIN 75-0163033 | Directed Trustee | $20,343 |
BOKF, NA4 years Filed as: BOK FINANCIAL PRIVATE WEALTH I Service code 26 · EIN 84-1333402 | Advisory (Participants) | $12,663 |
WISEOWL CAPITAL LLC1 year Service code 26 · EIN 46-1886612 | Advisory (Participants) | $5,846 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $967 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $512,454 | $106,264+382.2% | $147,117+248.3% | $77,762+559.0% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 18.22% | 56.94%-38.7pp | 420.54%-402.3pp | 31.27%-13.0pp |
| Employer contribution / active EE | $9,810 | $4,074+140.8% | $4,932+98.9% | $2,728+259.6% |
| Participant deferral / active EE | $19,190 | $8,003+139.8% | $8,065+138.0% | $4,651+312.6% |
| Admin fee / account holder | $166 | $334-50.2% | $12,993-98.7% | $433-61.6% |