| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $847,650 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 11 · EIN 36-4291971 | Actuarial | $252,052 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 74-2279754 | Actuarial | $90,918 |
LINDQUIST LLP2 years Service code 10 · EIN 52-2385296 | Accounting | $30,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 7.48% | 7.36%+0.1pp | 9.78%-2.3pp | 13.24%-5.8pp |
| Employer contribution / active EE | $104,350 | $40,685+156.5% | $46,889+122.5% | $14,616+613.9% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |