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| Provider | Service type | Compensation |
|---|---|---|
RICHMOND CAPITAL MANAGEMENT2 years Filed as: RICHMOND CAPITAL MANAGEMENT, INC. Service code 18 · EIN 54-1288566 | Custodial (other than securities) | $18,361 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 52 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 52 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,511 | $73,404+128.2% | $87,103+92.3% | $67,582+147.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 46.24% | 48.29%-2.0pp | 28.19%+18.1pp | 378.57%-332.3pp |
| Employer contribution / active EE | $7,922 | $2,014+293.4% | $2,521+214.2% | $2,148+268.9% |
| Participant deferral / active EE | $5,751 | $3,913+47.0% | $4,049+42.0% | $3,539+62.5% |
| Admin fee / account holder | $75 | $142-47.3% | $7,491-99.0% | $142-47.5% |