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| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC4 years Service code 11 · EIN 13-3954297 | Actuarial | $79,956 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: REA AND ASSOCIATES INC. Service code 10 · EIN 34-1310124 | Accounting | $11,700 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 30.45% | 8.91%+21.5pp | 7.32%+23.1pp | 11.84%+18.6pp |
| Employer contribution / active EE | $17,149 | $8,713+96.8% | $23,426-26.8% | $17,339-1.1% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |