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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $40,896 |
ENTERPRISE BANK & TRUST2+ years Service code 27 · EIN 43-1706259 | Advisory (Plan) | $4,723 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO., INC, Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,673 | $54,690-27.5% | $76,030-47.8% | $74,478-46.7% |
| Participation rate | 83.3% | 60.3%+23.0pp | 69.1%+14.3pp | 67.2%+16.1pp |
| Annual return | 12.11% | 31.92%-19.8pp | 361.54%-349.4pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $3,255 | $1,781+82.8% | $2,688+21.1% | $2,626+24.0% |
| Participant deferral / active EE | $3,158 | $3,070+2.9% | $4,257-25.8% | $4,350-27.4% |
| Admin fee / account holder | $232 | $2,240-89.6% | $6,421-96.4% | $1,946-88.1% |