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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $73,456 |
NFP RETIREMENT INC5 years Service code 28 · EIN 33-0905143 | Investment Management | $36,750 |
GERBER KAWASAKI WEALTH &1 year Filed as: GERBER KAWASAKI WEALTH Service code 26 · EIN 27-2274173 | Advisory (Participants) | $34,899 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $517 |
CHARLES SCHWAB & CO., INC.4 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,203 | $95,417+122.4% | $135,974+56.1% | $74,460+185.0% |
| Participation rate | 84.5% | 78.2%+6.2pp | 81.9%+2.5pp | 70.7%+13.7pp |
| Annual return | 1.36% | 32.76%-31.4pp | 68.30%-66.9pp | 34.38%-33.0pp |
| Employer contribution / active EE | $17,031 | $3,878+339.2% | $4,859+250.5% | $2,638+545.6% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $216 | $266-18.9% | $10,767-98.0% | $348-38.0% |