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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $172,097 |
Service code 16 · EIN 20-4751585 | Consulting | $21,149 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $117 |
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 | $37,092 | $47,456-21.8% | $172,753-78.5% | $77,775-52.3% |
| Participation rate | 85.0% | 66.3%+18.7pp | 82.6%+2.3pp | 73.2%+11.7pp |
| Annual return | 22.86% | 35.57%-12.7pp | 803.00%-780.1pp | 32.58%-9.7pp |
| Employer contribution / active EE | $1,449 | $1,574-8.0% | $5,144-71.8% | $2,504-42.1% |
| Participant deferral / active EE | $3,379 | $2,560+32.0% | $5,198-35.0% | $3,966-14.8% |
| Admin fee / account holder | $101 | $81+24.8% | $13,956-99.3% | $100+0.9% |