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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $78,228 |
NFP RETIREMENT INC1 year Service code 28 · EIN 33-0905143 | Investment Management | $27,563 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $7,265 |
WEST COAST FINANCIAL3 years Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $6,619 |
CHARLES SCHWAB & CO., INC.3 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.
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 | $216,154 | $88,122+145.3% | $141,200+53.1% | $67,584+219.8% |
| Participation rate | 84.6% | 76.5%+8.1pp | 82.5%+2.1pp | 71.3%+13.3pp |
| Annual return | 0.92% | 75.40%-74.5pp | 71.41%-70.5pp | 378.59%-377.7pp |
| Employer contribution / active EE | $15,254 | $3,224+373.1% | $4,736+222.1% | $2,148+610.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $187 | $131+42.7% | $10,265-98.2% | $142+31.3% |