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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,718 |
REGIONS BANK2 years Service code 28 · EIN 63-0371391 | Investment Management | $26,449 |
MELTON & MELTON LLP4+ years Service code 10 · EIN 74-1550819 | Accounting | $11,105 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $8,019 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $55,651 | $75,388-26.2% | $123,552-55.0% | $55,725-0.1% |
| Participation rate | 79.4% | 75.7%+3.7pp | 82.3%-2.9pp | 70.9%+8.5pp |
| Annual return | -5.39% | 4.48%-9.9pp | 119.20%-124.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,192 | $3,063-61.1% | $4,628-74.2% | $2,078-42.6% |
| Participant deferral / active EE | $5,631 | $5,651-0.4% | $6,426-12.4% | $3,356+67.8% |
| Admin fee / account holder | $158 | $120+31.9% | $9,285-98.3% | $115+37.1% |