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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 28 · EIN 47-1411118 | Investment Management | $40,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERV., INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $18,297 |
CHARLES SCHWAB & CO., INC.2+ years Service code 21 · EIN 94-1737782 | Bank Trustee | $3,446 |
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 | $74,353 | $85,635-13.2% | $123,894-40.0% | $63,975+16.2% |
| Participation rate | 77.5% | 74.9%+2.6pp | 81.4%-3.9pp | 71.1%+6.4pp |
| Annual return | 11.01% | 15.74%-4.7pp | 47.52%-36.5pp | 48.65%-37.6pp |
| Employer contribution / active EE | $3,008 | $3,076-2.2% | $4,617-34.8% | $2,182+37.9% |
| Participant deferral / active EE | $6,590 | $5,667+16.3% | $5,984+10.1% | $3,356+96.3% |
| Admin fee / account holder | $60 | $75-19.7% | $8,357-99.3% | $70-14.6% |