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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,177 |
RANDALL & HURLEY, INC.4 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $3,973 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,823 | $64,176+15.0% | $112,249-34.2% | $66,938+10.3% |
| Participation rate | 93.1% | 68.4%+24.7pp | 75.1%+18.1pp | 69.8%+23.3pp |
| Annual return | -17.10% | -13.80%-3.3pp | 27.48%-44.6pp | 1.58%-18.7pp |
| Employer contribution / active EE | $5,387 | $3,007+79.2% | $3,636+48.2% | $2,545+111.7% |
| Participant deferral / active EE | $6,071 | $3,694+64.4% | $4,729+28.4% | $4,238+43.2% |
| Admin fee / account holder | $205 | $626-67.2% | $6,412-96.8% | $594-65.4% |