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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 | Securities Custodian | $242 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,215 | $59,159+393.9% | $159,960+82.7% | $66,914+336.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -15.43% | -12.26%-3.2pp | 408.60%-424.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $19,535 | $1,983+885.2% | $4,226+362.3% | $2,544+667.8% |
| Participant deferral / active EE | $9,372 | $4,395+113.3% | $6,182+51.6% | $4,237+121.2% |
| Admin fee / account holder | $0 | $591-100.0% | $8,698-100.0% | $593-100.0% |