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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE MONROE VOS CONSULTING GROUP Service code 28 · EIN 76-0451829 | Investment Management | $32,122 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,793 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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 | $106,661 | $93,131+14.5% | $106,554+0.1% | $86,821+22.9% |
| Participation rate | 95.3% | 81.4%+13.9pp | 76.1%+19.2pp | 72.3%+23.0pp |
| Annual return | 11.70% | 19.45%-7.7pp | 26.80%-15.1pp | 97.94%-86.2pp |
| Employer contribution / active EE | $1,858 | $2,895-35.8% | $2,819-34.1% | $2,406-22.8% |
| Participant deferral / active EE | $5,438 | $4,708+15.5% | $4,398+23.6% | $4,132+31.6% |
| Admin fee / account holder | $119 | $145-18.3% | $7,408-98.4% | $170-30.1% |