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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 27-0636826 | Advisory (Participants) | $9,715 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 33 · EIN 34-1479833 | Shareholder servicing fees; Direct pa... | $2,315 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO., INC Service code 15 · EIN 94-1737782 | Recordkeeping | $1,326 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $761,706 | $174,896+335.5% | $125,339+507.7% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 82.4%+17.6pp | - |
| Annual return | -17.25% | -12.90%-4.4pp | 572.05%-589.3pp | - |
| Employer contribution / active EE | $18,644 | $3,570+422.3% | $4,814+287.3% | - |
| Participant deferral / active EE | $15,873 | $6,354+149.8% | $7,446+113.2% | - |
| Admin fee / account holder | $88 | $56,117-99.8% | $10,010-99.1% | - |