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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $9,702 |
Filed as: KRAVITZ, INC. Service code 13 · EIN 95-3207191 | Contract Administrator | $8,750 |
LTSP, INC.1+ years Service code 10 · EIN 95-3864890 | Accounting | $8,500 |
BFSG LLC1+ years Service code 27 · EIN 20-8532658 | Advisory (Plan) | $6,957 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $3,229 |
MATSON MONEY INC1+ years Filed as: MATSON MONEY, INC. Service code 26 · EIN 31-1334658 | Advisory (Participants) | $1,112 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $154,270 | $88,324+74.7% | $115,038+34.1% | $55,191+179.5% |
| Participation rate | 92.4% | 72.5%+19.8pp | 81.4%+11.0pp | 69.2%+23.2pp |
| Annual return | 0.43% | 6.30%-5.9pp | 26.14%-25.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $5,847 | $2,805+108.4% | $4,608+26.9% | $1,899+207.9% |
| Participant deferral / active EE | $7,876 | $5,042+56.2% | $6,026+30.7% | $3,046+158.5% |
| Admin fee / account holder | $74 | $105-29.6% | $8,175-99.1% | $91-18.3% |