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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 · EIN 38-3712991 | Contract Administrator | $9,501 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC Service code 15 · EIN 94-1737782 | Recordkeeping | $3,273 |
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 | $48,651 | $69,159-29.7% | $125,180-61.1% | $67,579-28.0% |
| Participation rate | 87.2% | 78.2%+9.0pp | 79.8%+7.4pp | 71.3%+15.9pp |
| Annual return | 21.26% | 27.12%-5.9pp | 43.79%-22.5pp | 378.56%-357.3pp |
| Employer contribution / active EE | $2,498 | $2,023+23.5% | $3,866-35.4% | $2,148+16.3% |
| Participant deferral / active EE | $4,318 | $3,700+16.7% | $4,937-12.5% | $3,539+22.0% |
| Admin fee / account holder | $39 | $142-72.8% | $9,703-99.6% | $142-72.9% |