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| Provider | Service type | Compensation |
|---|---|---|
STOCKMAN WEALTH MANAGEMENT6 years Service code 27 · EIN 33-1028994 | Advisory (Plan) | $2,331 |
CHARLES SCHWAB & CO., INC.2 years Service code 53 · EIN 94-1737782 | Insurance Commissions | $15 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,417 | $49,471-8.2% | $79,583-42.9% | $66,949-32.2% |
| Participation rate | 98.6% | 61.4%+37.2pp | 69.5%+29.1pp | 69.8%+28.7pp |
| Annual return | -13.16% | 84.30%-97.5pp | 0.16%-13.3pp | 1.57%-14.7pp |
| Employer contribution / active EE | $6,429 | $1,266+407.7% | $2,414+166.3% | $2,545+152.6% |
| Participant deferral / active EE | $1,512 | $3,160-52.2% | $3,986-62.1% | $4,239-64.3% |
| Admin fee / account holder | $80 | $595-86.6% | $6,835-98.8% | $594-86.6% |