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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $66,892 |
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $62,499 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 82-3967259 | Custodial (other than securities); Tr... | $12,990 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,859 | $106,264+14.7% | $147,117-17.2% | $77,762+56.7% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 14.32% | 56.94%-42.6pp | 420.54%-406.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $3,710 | $4,074-8.9% | $4,932-24.8% | $2,728+36.0% |
| Participant deferral / active EE | $9,892 | $8,003+23.6% | $8,065+22.7% | $4,651+112.7% |
| Admin fee / account holder | $235 | $334-29.7% | $12,993-98.2% | $433-45.7% |