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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIRMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,351 |
GERBER KAWASAKI WEALTH &3 years Service code 26 · EIN 27-2274173 | Advisory (Participants) | $65,986 |
NFP RETIREMENT INC6 years Service code 28 · EIN 33-0905143 | Investment Management | $36,750 |
WEST COAST FINANCIAL8 years Filed as: WEST COAST FINANCIAL LLC Service code 26 · EIN 26-1516464 | Advisory (Participants) | $5,155 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,133 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,819 | $106,264+132.3% | $147,117+67.8% | $77,762+217.4% |
| Participation rate | 79.8% | 78.4%+1.4pp | 82.2%-2.4pp | 70.6%+9.2pp |
| Annual return | 19.07% | 56.94%-37.9pp | 420.54%-401.5pp | 31.27%-12.2pp |
| Employer contribution / active EE | $17,551 | $4,074+330.8% | $4,932+255.8% | $2,728+543.3% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $260 | $334-22.3% | $12,993-98.0% | $433-40.0% |