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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $33,286 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $3,010 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
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 | $176,800 | $155,795+13.5% | $136,298+29.7% | $69,631+153.9% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 70.7%+11.5pp |
| Annual return | 19.28% | 232464.33%-232445.1pp | 5156.27%-5137.0pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $3,559 | $2,991+19.0% | $4,696-24.2% | $2,032+75.1% |
| Participant deferral / active EE | $6,805 | $5,394+26.2% | $6,247+8.9% | $3,224+111.1% |
| Admin fee / account holder | $49 | $128-61.5% | $9,244-99.5% | $110-55.3% |