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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $41,809 |
GLASSMAN WEALTH SERVICES LLC2 years Service code 26 · EIN 27-0896966 | Advisory (Participants) | $19,386 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $15,857 |
TRANSITIONS WEALTH MGMT LLC5+ years Service code 26 · EIN 84-1483103 | Advisory (Participants) | $15,747 |
SHEARWATER CAPITAL LLC1 year Service code 26 · EIN 43-1856252 | Advisory (Participants) | $9,863 |
WAKEFIELD ASSET MANAGEMENT5+ years Filed as: WAKEFIELD ASSET MGMT LLLP Service code 26 · EIN 20-8251802 | Advisory (Participants) | $5,105 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $881 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,560 | $50,860+343.5% | $155,574+45.0% | $77,714+190.2% |
| Participation rate | 95.8% | 63.1%+32.7pp | 78.2%+17.6pp | 70.6%+25.2pp |
| Annual return | 15.22% | 34.86%-19.6pp | 64.87%-49.6pp | 31.26%-16.0pp |
| Employer contribution / active EE | $12,142 | $1,991+509.9% | $4,676+159.7% | $2,727+345.3% |
| Participant deferral / active EE | $9,267 | $2,825+228.1% | $5,629+64.6% | $4,649+99.3% |
| Admin fee / account holder | $151 | $436-65.5% | $15,914-99.1% | $433-65.2% |