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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 59 · EIN 38-3712991 | Shareholder Servicing | $8,246 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,449 | $65,125-7.2% | $143,797-58.0% | $66,949-9.7% |
| Participation rate | 63.1% | 65.2%-2.1pp | 80.3%-17.2pp | 69.8%-6.7pp |
| Annual return | -15.83% | -11.13%-4.7pp | -0.04%-15.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $2,153 | $2,362-8.9% | $4,952-56.5% | $2,545-15.4% |
| Participant deferral / active EE | $3,638 | $2,920+24.6% | $5,638-35.5% | $4,239-14.2% |
| Admin fee / account holder | $46 | $503-90.8% | $14,679-99.7% | $594-92.2% |