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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $448,328 |
FOX ROTHSCHILD LLP3 years Service code 29 · EIN 23-1404723 | Legal | $26,720 |
FINANCIAL MANAGEMENT NETWORK4+ years Service code 26 · EIN 33-0490707 | Advisory (Participants) | $6,224 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $2,741 |
CHARLES SCHWAB & CO., INC.4+ 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 | $78,999 | $78,852+0.2% | $76,768+2.9% | $75,289+4.9% |
| Participation rate | 93.5% | 85.0%+8.6pp | 77.0%+16.6pp | 72.4%+21.1pp |
| Annual return | 22.30% | -1.29%+23.6pp | 2.43%+19.9pp | -0.04%+22.3pp |
| Employer contribution / active EE | $3,360 | $2,794+20.2% | $2,485+35.2% | $2,405+39.7% |
| Participant deferral / active EE | $4,870 | $4,800+1.5% | $3,852+26.4% | $3,739+30.3% |
| Admin fee / account holder | $173 | $79+119.1% | $6,676-97.4% | $102+69.2% |