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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $60,085 |
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $41,193 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 82-3967259 | Trustee (bank, trust company, or simi... | $8,879 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,815 | $82,188+9.3% | $125,391-28.4% | $64,824+38.6% |
| Participation rate | 97.1% | 77.9%+19.2pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | -16.87% | 3.50%-20.4pp | 572.41%-589.3pp | 32.84%-49.7pp |
| Employer contribution / active EE | $3,735 | $3,617+3.3% | $4,816-22.4% | $2,507+49.0% |
| Participant deferral / active EE | $10,035 | $7,177+39.8% | $7,448+34.7% | $4,311+132.8% |
| Admin fee / account holder | $188 | $163+15.2% | $10,009-98.1% | $188+0.1% |