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| Provider | Service type | Compensation |
|---|---|---|
WAKEFIELD ASSET MANAGEMENT2+ years Filed as: WAKEFIELD ASSET MGMT LLLP Service code 26 · EIN 20-8251802 | Advisory (Participants) | $29,164 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,689 |
TRANSITIONS WEALTH MGMT LLC2+ years Service code 26 · EIN 84-1483103 | Advisory (Participants) | $17,264 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $6,199 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,503 | $56,540+261.7% | $185,849+10.0% | $86,821+135.5% |
| Participation rate | 95.6% | 65.5%+30.1pp | 81.7%+13.9pp | 72.3%+23.3pp |
| Annual return | 13.84% | 118.20%-104.4pp | 122.10%-108.3pp | 97.94%-84.1pp |
| Employer contribution / active EE | $10,051 | $1,844+444.9% | $5,169+94.5% | $2,406+317.7% |
| Participant deferral / active EE | $7,954 | $2,555+211.3% | $5,569+42.8% | $4,132+92.5% |
| Admin fee / account holder | $115 | $150-23.4% | $16,244-99.3% | $170-32.4% |