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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $21,605 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $139 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $25 |
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 | $54,172 | $88,324-38.7% | $115,038-52.9% | $55,191-1.8% |
| Participation rate | 83.5% | 72.5%+11.0pp | 81.4%+2.2pp | 69.2%+14.4pp |
| Annual return | 1.68% | 6.30%-4.6pp | 26.14%-24.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $4,139 | $2,805+47.6% | $4,608-10.2% | $1,899+118.0% |
| Participant deferral / active EE | $4,098 | $5,042-18.7% | $6,026-32.0% | $3,046+34.5% |
| Admin fee / account holder | $27 | $105-73.9% | $8,175-99.7% | $91-69.7% |