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| Provider | Service type | Compensation |
|---|---|---|
COHN REZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $23,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,386 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $286 |
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 |
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 | $395,703 | $136,307+190.3% | $177,848+122.5% | $73,497+438.4% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.7%+9.8pp | 70.7%+26.8pp |
| Annual return | 13.36% | 18.68%-5.3pp | 48.33%-35.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $7,375 | $3,712+98.7% | $5,919+24.6% | $2,270+224.9% |
| Participant deferral / active EE | $17,720 | $5,829+204.0% | $7,714+129.7% | $3,740+373.8% |
| Admin fee / account holder | $123 | $596-79.3% | $12,431-99.0% | $513-76.0% |