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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $43,839 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $41,418 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA Service code 10 · EIN 74-1769118 | Accounting | $12,600 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $8,140 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 | Securities Custodian | $0 |
WJ INTERESTS LLC3+ years Service code 27 · EIN 76-0535867 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,416 | $155,795+3.0% | $136,298+17.7% | $69,634+130.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 32.22% | 232464.33%-232432.1pp | 5156.27%-5124.0pp | 27572.26%-27540.0pp |
| Employer contribution / active EE | $8,676 | $2,991+190.1% | $4,696+84.8% | $2,032+326.9% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $133 | $128+3.8% | $9,244-98.6% | $110+20.6% |