| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $807,932 |
Service code 29 · EIN 94-3253397 | Legal | $146,318 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $60,885 |
LINDQUIST LLP3 years Filed as: LINDQUIST CPAS LLP Service code 10 · EIN 52-2385296 | Accounting | $25,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -2.38% | -3.37%+1.0pp | -61.72%+59.3pp | 0.19%-2.6pp |
| Employer contribution / active EE | $62,061 | $36,881+68.3% | $47,703+30.1% | $13,763+350.9% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |