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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $26,747 |
Service code 27 · EIN 46-5210986 | Advisory (Plan) | $20,757 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,890 | $110,083-69.2% | $151,639-77.7% | $68,486-50.5% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -15.45% | -10.12%-5.3pp | 3.34%-18.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $4,758 | $4,470+6.4% | $6,165-22.8% | $2,597+83.2% |
| Participant deferral / active EE | $9,458 | $6,526+44.9% | $8,363+13.1% | $4,028+134.8% |
| Admin fee / account holder | $240 | $7,718-96.9% | $11,613-97.9% | $5,404-95.6% |