| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $479,617 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 11 · EIN 36-4291971 | Actuarial | $238,370 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 74-2279754 | Actuarial | $68,873 |
LINDQUIST LLP1 year Service code 10 · EIN 52-2385296 | Accounting | $26,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 9.55% | 11.57%-2.0pp | 380.71%-371.2pp | 11.45%-1.9pp |
| Employer contribution / active EE | $72,077 | $36,657+96.6% | $45,089+59.9% | $17,219+318.6% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |