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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $38,453 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $34,104 |
MCDERMOTT WILL & EMERY LLP3 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $4,104 |
BRIGGS & VESELKA CO.2 years Filed as: BRIGGS & VESELKA Service code 10 · EIN 74-1769118 | Accounting | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $0 |
WJ INTERESTS LLC4+ years Service code 27 · EIN 76-0535867 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,462 | $75,388+96.9% | $123,553+20.2% | $55,727+166.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | 8.97% | 4.48%+4.5pp | 119.21%-110.2pp | 244.94%-236.0pp |
| Employer contribution / active EE | $8,302 | $3,063+171.0% | $4,628+79.4% | $2,078+299.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $80 | $120-33.1% | $9,284-99.1% | $115-30.5% |