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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVI, INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $96,313 |
SELLWOOD CONSULTING LLC7 years Service code 28 · EIN 80-0827237 | Investment Management | $74,279 |
MONTEREY PRIVATE WEALTH3 years Filed as: MONTEREY PRIVATE WEALTH INC Service code 26 · EIN 77-0576759 | Advisory (Participants) | $11,977 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $683 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $163,110 | $106,247+53.5% | $147,096+10.9% | $77,714+109.9% |
| Participation rate | 86.3% | 78.4%+8.0pp | 82.2%+4.2pp | 70.6%+15.8pp |
| Annual return | 13.51% | 56.87%-43.4pp | 419.75%-406.2pp | 31.26%-17.7pp |
| Employer contribution / active EE | $4,773 | $4,069+17.3% | $4,936-3.3% | $2,727+75.0% |
| Participant deferral / active EE | $11,428 | $7,996+42.9% | $8,071+41.6% | $4,649+145.8% |
| Admin fee / account holder | $221 | $338-34.7% | $13,005-98.3% | $433-49.0% |