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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,100 |
BFSG LLC10+ years Service code 28 · EIN 20-8532658 | Investment Management | $50,000 |
Filed as: KRAVITZ INC Service code 28 · EIN 95-3207191 | Investment Management | $22,362 |
TOWNSQUARE CAPITAL LLC4 years Service code 26 · EIN 82-1306760 | Advisory (Participants) | $18,602 |
PURE FINANCIAL ADVISORS INC2 years Filed as: PURE FINANCIAL ADVISORS LLC Service code 26 · EIN 87-1712300 | Advisory (Participants) | $18,077 |
Service code 26 · EIN 35-2436156 | Advisory (Participants) | $15,441 |
EQUITA FINANCIAL NETWORK INC6 years Service code 26 · EIN 47-4361660 | Advisory (Participants) | $12,760 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $9,359 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $3,430 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,170 | $106,164+263.7% | $147,041+162.6% | $77,692+397.1% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 16.66% | 56.81%-40.2pp | 419.21%-402.5pp | 31.25%-14.6pp |
| Employer contribution / active EE | $9,474 | $4,066+133.0% | $4,935+92.0% | $2,726+247.5% |
| Participant deferral / active EE | $12,433 | $7,993+55.5% | $8,071+54.0% | $4,648+167.5% |
| Admin fee / account holder | $256 | $338-24.3% | $13,006-98.0% | $431-40.6% |