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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 | $54,679-27.4% | $76,119-47.9% | $74,459-46.7% |
| Participation rate | 83.3% | 60.3%+23.0pp | 69.1%+14.3pp | 67.2%+16.1pp |
| Annual return | 12.11% | 31.90%-19.8pp | 361.25%-349.1pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $3,255 | $1,781+82.7% | $2,693+20.9% | $2,626+24.0% |
| Participant deferral / active EE | $3,158 | $3,072+2.8% | $4,259-25.9% | $4,350-27.4% |
| Admin fee / account holder | $232 | $2,238-89.6% | $6,421-96.4% | $1,945-88.0% |