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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $157,094 |
FISHER INVESTMENTS10+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $27,708 |
ABOUND WEALTH MANAGEMENT LLC4 years Service code 26 · EIN 81-4120898 | Advisory (Participants) | $11,814 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-4410122 | Advisory (Participants) | $10,824 |
DINUZZO PRIVATE WEALTH INC5 years Service code 26 · EIN 23-2934855 | Advisory (Participants) | $9,702 |
Service code 26 · EIN 20-8832359 | Advisory (Participants) | $8,876 |
Service code 26 · EIN 20-3587254 | Advisory (Participants) | $6,280 |
Filed as: STEELPEAK WEALTH LLC Service code 26 · EIN 46-1173026 | Advisory (Participants) | $6,142 |
Service code 26 · EIN 84-3178156 | Advisory (Participants) | $5,935 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $5,283 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,059 | $241,850-22.2% | $102,437+83.6% | $200,096-6.0% |
| Participation rate | 98.5% | 78.3%+20.1pp | 74.5%+23.9pp | 72.0%+26.4pp |
| Annual return | 11.74% | 17.67%-5.9pp | 24.95%-13.2pp | 34.26%-22.5pp |
| Employer contribution / active EE | $13,065 | $4,253+207.2% | $3,871+237.5% | $3,038+330.1% |
| Participant deferral / active EE | $13,163 | $3,961+232.3% | $5,060+160.1% | $5,090+158.6% |
| Admin fee / account holder | $44 | $288-84.7% | $8,388-99.5% | $269-83.6% |