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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $106,320 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $30,184 |
SABEY CPA, PLLC5 years Filed as: SABEY CPA, LLC Service code 10 · EIN 83-2111556 | Accounting | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,298 | $89,435+27.8% | $164,975-30.7% | $77,714+47.1% |
| Participation rate | 95.0% | 78.6%+16.3pp | 78.6%+16.3pp | 70.6%+24.4pp |
| Annual return | 11.30% | 28.82%-17.5pp | 70.12%-58.8pp | 31.26%-20.0pp |
| Employer contribution / active EE | $6,082 | $2,563+137.3% | $4,343+40.1% | $2,727+123.1% |
| Participant deferral / active EE | $4,039 | $4,901-17.6% | $6,033-33.1% | $4,649-13.1% |
| Admin fee / account holder | $119 | $340-65.0% | $12,688-99.1% | $433-72.6% |