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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 28 · EIN 26-4310632 | Investment Management | $50,478 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,888 | $75,183+199.1% | $123,894+81.5% | $55,167+307.6% |
| Participation rate | 97.2% | 72.8%+24.4pp | 81.4%+15.8pp | 69.0%+28.3pp |
| Annual return | 7.92% | 19.01%-11.1pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $14,151 | $2,823+401.2% | $4,617+206.5% | $1,963+621.1% |
| Participant deferral / active EE | $10,440 | $5,084+105.3% | $5,984+74.5% | $3,054+241.8% |
| Admin fee / account holder | $288 | $663-56.6% | $8,357-96.6% | $504-42.9% |