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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $66,999 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $40 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $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 | $77,445 | $100,801-23.2% | $149,730-48.3% | $73,412+5.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 17.28% | 265.34%-248.1pp | 276.70%-259.4pp | 59.30%-42.0pp |
| Employer contribution / active EE | $5,251 | $3,312+58.6% | $4,645+13.0% | $2,234+135.1% |
| Participant deferral / active EE | $5,402 | $6,404-15.7% | $6,843-21.1% | $3,806+41.9% |
| Admin fee / account holder | $60 | $181-66.8% | $9,310-99.4% | $158-62.0% |