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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $427,628 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 28 · EIN 53-0181291 | Investment Management | $31,250 |
FOX ROTHSCHILD LLP1 year Service code 29 · EIN 23-1404723 | Legal | $24,231 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 28 · EIN 94-1347393 | Investment Management | $9,629 |
FINANCIAL MANAGEMENT NETWORK2+ years Service code 26 · EIN 33-0490707 | Advisory (Participants) | $5,473 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $4,451 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,457 | $80,211+1.6% | $74,184+9.8% | $63,975+27.3% |
| Participation rate | 88.6% | 84.2%+4.4pp | 76.6%+11.9pp | 71.1%+17.4pp |
| Annual return | 7.14% | 14.13%-7.0pp | 17.74%-10.6pp | 48.65%-41.5pp |
| Employer contribution / active EE | $3,368 | $2,553+31.9% | $2,370+42.1% | $2,182+54.4% |
| Participant deferral / active EE | $5,277 | $4,370+20.8% | $3,550+48.7% | $3,356+57.2% |
| Admin fee / account holder | $229 | $67+240.1% | $5,586-95.9% | $70+224.5% |