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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $16,218 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,208 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,176 | $50,902+10.4% | $155,534-63.9% | $77,736-27.7% |
| Participation rate | 39.6% | 63.1%-23.5pp | 78.2%-38.6pp | 70.6%-31.0pp |
| Annual return | 14.55% | 34.85%-20.3pp | 64.92%-50.4pp | 31.26%-16.7pp |
| Employer contribution / active EE | $770 | $1,991-61.4% | $4,675-83.5% | $2,728-71.8% |
| Participant deferral / active EE | $1,717 | $2,824-39.2% | $5,630-69.5% | $4,651-63.1% |
| Admin fee / account holder | $77 | $437-82.4% | $15,900-99.5% | $433-82.3% |