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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 49 · EIN 94-1737782 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 65 · EIN 13-2638166 | Account Maintenance | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,743 | $52,884+56.5% | $84,753-2.4% | $55,167+50.0% |
| Participation rate | 98.8% | 67.5%+31.3pp | 76.6%+22.2pp | 69.0%+29.8pp |
| Annual return | 6.13% | 18.03%-11.9pp | 22.78%-16.7pp | 169.23%-163.1pp |
| Employer contribution / active EE | $4,459 | $2,233+99.6% | $3,574+24.7% | $1,963+127.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $581-99.8% | $5,333-100.0% | $504-99.8% |