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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $61,253 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $40 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $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 | $62,628 | $88,122-28.9% | $141,177-55.6% | $67,579-7.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 18.32% | 75.40%-57.1pp | 71.40%-53.1pp | 378.56%-360.2pp |
| Employer contribution / active EE | $4,837 | $3,224+50.0% | $4,736+2.1% | $2,148+125.2% |
| Participant deferral / active EE | $4,942 | $5,958-17.0% | $6,710-26.3% | $3,539+39.6% |
| Admin fee / account holder | $55 | $131-57.7% | $10,263-99.5% | $142-61.1% |