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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 28 · EIN 47-1411118 | Investment Management | $40,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERV., INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $22,920 |
CHARLES SCHWAB & CO., INC.1+ years Service code 21 · EIN 94-1737782 | Bank Trustee | $134 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,447 | $88,324-5.5% | $115,038-27.5% | $55,191+51.2% |
| Participation rate | 89.1% | 72.5%+16.6pp | 81.4%+7.7pp | 69.2%+19.9pp |
| Annual return | -0.43% | 6.30%-6.7pp | 26.14%-26.6pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3,953 | $2,805+40.9% | $4,608-14.2% | $1,899+108.2% |
| Participant deferral / active EE | $8,739 | $5,042+73.3% | $6,026+45.0% | $3,046+186.9% |
| Admin fee / account holder | $85 | $105-19.3% | $8,175-99.0% | $91-6.4% |