Filed January 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
BB AND T INSRANCE SERVCES OF2 years Service code 28 · EIN 95-3594541 | Investment Management | $39,553 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,892 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,765 | $85,135-43.9% | $98,920-51.7% | $73,412-34.9% |
| Participation rate | 98.7% | 81.1%+17.6pp | 76.0%+22.7pp | 72.2%+26.5pp |
| Annual return | 14.97% | 19.14%-4.2pp | 196.47%-181.5pp | 59.30%-44.3pp |
| Employer contribution / active EE | $4,267 | $2,721+56.8% | $2,689+58.7% | $2,234+91.1% |
| Participant deferral / active EE | $4,313 | $4,349-0.8% | $4,245+1.6% | $3,806+13.3% |
| Admin fee / account holder | $166 | $139+19.0% | $6,643-97.5% | $158+5.0% |