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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STANDARD RETIREMENT SERVICES I Service code 28 · EIN 25-1838406 | Investment Management | $88,829 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 27 · EIN 47-5476782 | Advisory (Plan) | $53,860 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $63 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
HICKS PENSION SERVICES3 years Service code 27 · EIN 94-2158860 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,303 | $106,749+100.8% | $145,433+47.4% | $82,448+159.9% |
| Participation rate | 98.9% | 75.6%+23.3pp | 82.1%+16.8pp | 68.1%+30.9pp |
| Annual return | 17.02% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $11,461 | $3,444+232.7% | $4,554+151.6% | $2,551+349.3% |
| Participant deferral / active EE | $19,004 | $6,519+191.5% | $7,897+140.6% | $4,139+359.1% |
| Admin fee / account holder | $28 | $8,390-99.7% | $13,129-99.8% | $7,234-99.6% |