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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 | Float revenue; Securities brokerage c... | $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 | $145,174+77.6% | $182,262+41.5% | $69,255+272.3% |
| Participation rate | 79.3% | 77.3%+2.0pp | 84.2%-4.9pp | 69.0%+10.2pp |
| Annual return | 9.25% | 24.21%-15.0pp | 140.60%-131.3pp | 26.73%-17.5pp |
| Employer contribution / active EE | $18,489 | $4,864+280.1% | $5,046+266.4% | $2,645+599.0% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $277 | $791-65.0% | $16,712-98.3% | $733-62.2% |