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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $6,520 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $6,319 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,691 | $63,768+137.9% | $98,506+54.0% | $79,389+91.1% |
| Participation rate | 96.7% | 69.9%+26.9pp | 73.3%+23.4pp | 70.7%+26.0pp |
| Annual return | 13.71% | 626.18%-612.5pp | 1494.92%-1481.2pp | 116.89%-103.2pp |
| Employer contribution / active EE | $10,783 | $2,558+321.6% | $2,961+264.2% | $2,428+344.2% |
| Participant deferral / active EE | $6,400 | $3,305+93.7% | $4,277+49.6% | $4,046+58.2% |
| Admin fee / account holder | $45 | $516-91.2% | $5,955-99.2% | $626-92.7% |