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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS4 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-0464930 | Investment Management | $91,943 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC Service code 15 · EIN 34-1479833 | Recordkeeping | $82,178 |
SHERMAN & HOWARD1 year Filed as: SHERMAN & HOWARD, LLC Service code 29 · EIN 84-0420314 | Legal | $20,100 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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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 | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 7.26% | 9.03%-1.8pp | 90.61%-83.4pp | 627.08%-619.8pp |
| Employer contribution / active EE | $63,493 | $13,843+358.7% | $32,730+94.0% | $18,824+237.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |