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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $19,548 |
FISHER INVESTMENTS8+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $16,056 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,163 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $230 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,108 | $46,332+193.8% | $143,799-5.3% | $64,819+110.0% |
| Participation rate | 95.1% | 64.2%+30.8pp | 80.3%+14.8pp | 71.5%+23.6pp |
| Annual return | -15.70% | -10.05%-5.6pp | -0.04%-15.7pp | 32.84%-48.5pp |
| Employer contribution / active EE | $7,218 | $1,911+277.7% | $4,952+45.7% | $2,507+187.9% |
| Participant deferral / active EE | $6,048 | $2,647+128.4% | $5,638+7.3% | $4,311+40.3% |
| Admin fee / account holder | $128 | $154-16.8% | $14,677-99.1% | $188-31.9% |