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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-2090931 | Recordkeeping | $97,225 |
PACIFIC PORTFOLIO CONSULTING7 years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $37,723 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $22,164 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,358 | $56,767-4.2% | $101,794-46.6% | $85,563-36.5% |
| Participation rate | 95.2% | 57.6%+37.6pp | 69.2%+26.0pp | 66.0%+29.3pp |
| Annual return | 12.23% | 17.76%-5.5pp | 30.53%-18.3pp | 31.51%-19.3pp |
| Employer contribution / active EE | $655 | $1,112-41.2% | $2,289-71.4% | $2,654-75.3% |
| Participant deferral / active EE | $3,201 | $2,720+17.7% | $4,084-21.6% | $4,375-26.8% |
| Admin fee / account holder | $131 | $1,098-88.1% | $8,777-98.5% | $834-84.3% |