Filed January 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP1 year Service code 28 · EIN 56-1623293 | Investment Management | $50,443 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $42,822 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,938 | $81,948-48.8% | $90,760-53.8% | $64,819-35.3% |
| Participation rate | 96.6% | 80.5%+16.2pp | 75.7%+20.9pp | 71.5%+25.1pp |
| Annual return | -13.12% | -12.53%-0.6pp | -12.16%-1.0pp | 32.84%-46.0pp |
| Employer contribution / active EE | $2,795 | $3,067-8.9% | $2,922-4.3% | $2,507+11.5% |
| Participant deferral / active EE | $3,929 | $4,844-18.9% | $4,565-13.9% | $4,311-8.9% |
| Admin fee / account holder | $182 | $157+15.7% | $8,444-97.8% | $188-3.2% |