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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,992 |
GERBER KAWASAKI WEALTH &4 years Service code 26 · EIN 27-2274173 | Advisory (Participants) | $83,277 |
NFP RETIREMENT INC7 years Service code 28 · EIN 33-0905143 | Investment Management | $36,750 |
WEST COAST FINANCIAL9 years Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $5,652 |
Filed as: FINANCIAL PLANNING Service code 26 · EIN 83-4666890 | Advisory (Participants) | $5,059 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $712 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,813 | $112,596+129.0% | $152,301+69.3% | $64,728+298.3% |
| Participation rate | 79.3% | 63.6%+15.7pp | 82.4%-3.2pp | 57.9%+21.4pp |
| Annual return | 9.25% | 23.76%-14.5pp | 80.50%-71.3pp | 49.38%-40.1pp |
| Employer contribution / active EE | $18,489 | $3,716+397.6% | $4,624+299.8% | $2,243+724.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $277 | $996-72.2% | $14,398-98.1% | $1,145-75.8% |