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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 · EIN 38-3712991 | Contract Administrator | $11,587 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC Service code 15 · EIN 94-1737782 | Recordkeeping | $3,039 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,301 | $78,419-19.3% | $133,971-52.8% | $73,412-13.8% |
| Participation rate | 88.1% | 78.6%+9.5pp | 79.8%+8.3pp | 72.2%+15.9pp |
| Annual return | 17.86% | 33.35%-15.5pp | 45.09%-27.2pp | 59.30%-41.4pp |
| Employer contribution / active EE | $2,899 | $2,044+41.9% | $3,919-26.0% | $2,234+29.8% |
| Participant deferral / active EE | $4,844 | $3,925+23.4% | $5,047-4.0% | $3,806+27.3% |
| Admin fee / account holder | $42 | $161-74.1% | $8,929-99.5% | $158-73.5% |