| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $581,999 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 64 · EIN 36-4291971 | Recordkeeping Fees | $152,121 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 74-2279754 | Actuarial | $47,269 |
Filed as: ALTMAN & CRONIN Service code 29 · EIN 94-3253397 | Legal | $40,897 |
LINDQUIST LLP4 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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 15.33% | 17.70%-2.4pp | 13.48%+1.9pp | 53.27%-37.9pp |
| Employer contribution / active EE | $69,293 | $40,511+71.0% | $47,067+47.2% | $14,774+369.0% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |