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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP1+ years Filed as: PFE CONSULTANTS, INC. Service code 28 · EIN 04-3549179 | Investment Management | $54,422 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $17,003 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $464 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,802 | $88,324+35.6% | $115,038+4.1% | $55,191+117.1% |
| Participation rate | 98.2% | 72.5%+25.6pp | 81.4%+16.8pp | 69.2%+29.0pp |
| Annual return | -1.14% | 6.30%-7.4pp | 26.14%-27.3pp | 10.78%-11.9pp |
| Employer contribution / active EE | $3,999 | $2,805+42.6% | $4,608-13.2% | $1,899+110.6% |
| Participant deferral / active EE | $11,013 | $5,042+118.4% | $6,026+82.7% | $3,046+261.5% |
| Admin fee / account holder | $67 | $105-36.6% | $8,175-99.2% | $91-26.4% |