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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVI, INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $91,793 |
SELLWOOD CONSULTING LLC8 years Service code 28 · EIN 80-0827237 | Investment Management | $74,575 |
MONTEREY PRIVATE WEALTH4 years Filed as: MONTEREY PRIVATE WEALTH INC Service code 26 · EIN 77-0576759 | Advisory (Participants) | $6,411 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $6,281 |
Filed as: CHARLES SCHWAB &CO., INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $841 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,358 | $110,483+76.8% | $145,433+34.3% | $79,634+145.3% |
| Participation rate | 86.8% | 71.1%+15.7pp | 82.1%+4.7pp | 62.5%+24.3pp |
| Annual return | 16.72% | 24.62%-7.9pp | 66.58%-49.9pp | 36.46%-19.7pp |
| Employer contribution / active EE | $5,099 | $4,053+25.8% | $4,554+12.0% | $2,529+101.6% |
| Participant deferral / active EE | $12,620 | $7,216+74.9% | $7,897+59.8% | $3,835+229.1% |
| Admin fee / account holder | $233 | $680-65.8% | $13,129-98.2% | $1,002-76.8% |