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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $93,865 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 | Advisory (Participants) | $16,380 |
WEST COAST FINANCIAL2 years Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $6,073 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $5,170 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $226,528 | $75,388+200.5% | $123,553+83.3% | $55,727+306.5% |
| Participation rate | 86.8% | 75.7%+11.1pp | 82.3%+4.5pp | 70.9%+15.9pp |
| Annual return | 10.48% | 4.48%+6.0pp | 119.21%-108.7pp | 244.94%-234.5pp |
| Employer contribution / active EE | $15,663 | $3,063+411.3% | $4,628+238.4% | $2,078+653.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $200 | $120+66.6% | $9,284-97.9% | $115+73.2% |