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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 | $101,539+267.2% | $147,041+153.6% | $74,400+401.1% |
| Participation rate | 99.1% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 14.60% | 8740.84%-8726.2pp | 419.21%-404.6pp | 1367.51%-1352.9pp |
| Employer contribution / active EE | $12,181 | $3,811+219.6% | $4,935+146.8% | $2,624+364.1% |
| Participant deferral / active EE | $10,916 | $7,304+49.5% | $8,071+35.3% | $4,348+151.0% |
| Admin fee / account holder | $242 | $1,749-86.2% | $13,006-98.1% | $1,944-87.6% |