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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC Service code 15 · EIN 34-1479833 | Recordkeeping | $85,474 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-0464930 | Investment Management | $73,056 |
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 | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 11.50% | 10.11%+1.4pp | 10.75%+0.8pp | 11.84%-0.3pp |
| Employer contribution / active EE | $62,129 | $14,976+314.9% | $35,170+76.7% | $17,339+258.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |