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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $96,013 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 | Advisory (Participants) | $16,015 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $7,252 |
WEST COAST FINANCIAL1 year Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $5,286 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,233 | $155,795+36.2% | $136,298+55.7% | $69,634+204.8% |
| Participation rate | 94.3% | 75.2%+19.0pp | 81.9%+12.3pp | 70.7%+23.6pp |
| Annual return | 11.75% | 232464.33%-232452.6pp | 5156.27%-5144.5pp | 27572.26%-27560.5pp |
| Employer contribution / active EE | $15,785 | $2,991+427.8% | $4,696+236.2% | $2,032+676.7% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $204 | $128+59.4% | $9,244-97.8% | $110+85.1% |