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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 26 · EIN 94-3106735 | Advisory (Participants) | $15,861 |
TRI-AD ACTUARIES, INC.2 years Service code 13 · EIN 95-2887986 | Contract Administrator | $13,720 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON NATIONAL ASSOCIATION Service code 26 · EIN 25-0659306 | Advisory (Participants) | $5,475 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,824 | $101,653+266.8% | $147,080+153.5% | $74,459+400.7% |
| Participation rate | 99.1% | 75.6%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 14.60% | 8754.98%-8740.4pp | 420.17%-405.6pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $12,181 | $3,813+219.4% | $4,933+146.9% | $2,626+363.9% |
| Participant deferral / active EE | $10,916 | $7,304+49.4% | $8,066+35.3% | $4,350+151.0% |
| Admin fee / account holder | $242 | $1,752-86.2% | $12,989-98.1% | $1,945-87.6% |