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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $85,432 |
BFSG LLC9+ years Service code 28 · EIN 20-8532658 | Investment Management | $50,000 |
Filed as: KRAVITZ INC Service code 28 · EIN 95-3207191 | Investment Management | $20,927 |
Filed as: PURE FINANCIAL ADVISORS LLC Service code 26 · EIN 87-1712300 | Advisory (Participants) | $16,172 |
TOWNSQUARE CAPITAL LLC3 years Service code 26 · EIN 82-1306760 | Advisory (Participants) | $11,223 |
EQUITA FINANCIAL NETWORK INC5 years Service code 26 · EIN 47-4361660 | Advisory (Participants) | $11,080 |
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $7,634 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $3,188 |
CHARLES SCHWAB & CO., INC.9+ years 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 | $334,804 | $95,417+250.9% | $135,974+146.2% | $74,460+349.6% |
| Participation rate | 95.1% | 78.2%+16.9pp | 81.9%+13.2pp | 70.7%+24.3pp |
| Annual return | 18.67% | 32.76%-14.1pp | 68.30%-49.6pp | 34.38%-15.7pp |
| Employer contribution / active EE | $8,280 | $3,878+113.5% | $4,859+70.4% | $2,638+213.8% |
| Participant deferral / active EE | $11,843 | $7,789+52.0% | $7,760+52.6% | $4,530+161.5% |
| Admin fee / account holder | $220 | $266-17.5% | $10,767-98.0% | $348-36.9% |