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| Provider | Service type | Compensation |
|---|---|---|
WJ INTERESTS LLC2+ years Service code 27 · EIN 76-0535867 | Advisory (Plan) | $42,290 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $32,137 |
WEINSTEIN ZUGMAN, LLC2+ years Filed as: WEINSTEIN SPIRA & CO, P.C. Service code 10 · EIN 74-2181616 | Accounting | $13,500 |
Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $5,594 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,205 | $80,177+59.9% | $123,894+3.5% | $57,661+122.3% |
| Participation rate | 99.8% | 74.4%+25.4pp | 81.4%+18.4pp | 70.2%+29.6pp |
| Annual return | 14.09% | 17.90%-3.8pp | 47.52%-33.4pp | 5.13%+9.0pp |
| Employer contribution / active EE | $8,388 | $2,913+188.0% | $4,617+81.7% | $1,974+325.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $128 | $106+20.6% | $8,357-98.5% | $95+35.7% |