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| Provider | Service type | Compensation |
|---|---|---|
WAKEFIELD ASSET MANAGEMENT4+ years Filed as: WAKEFIELD ASSET MGMT LLLP Service code 26 · EIN 20-8251802 | Advisory (Participants) | $29,484 |
TRANSITIONS WEALTH MGMT LLC4+ years Service code 26 · EIN 84-1483103 | Advisory (Participants) | $28,054 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,375 |
Service code 26 · EIN 27-0896966 | Advisory (Participants) | $16,300 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Float revenue; Shareholder servicing ... | $2,460 |
CHARLES SCHWAB & CO., INC.4+ 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 | $192,868 | $47,163+308.9% | $149,696+28.8% | $74,460+159.0% |
| Participation rate | 95.2% | 63.4%+31.7pp | 78.8%+16.4pp | 70.7%+24.4pp |
| Annual return | 19.70% | 22.75%-3.1pp | 134.46%-114.8pp | 34.38%-14.7pp |
| Employer contribution / active EE | $11,629 | $1,907+509.9% | $4,821+141.2% | $2,638+340.8% |
| Participant deferral / active EE | $9,123 | $2,730+234.2% | $5,682+60.6% | $4,530+101.4% |
| Admin fee / account holder | $164 | $343-52.1% | $13,212-98.8% | $348-52.8% |