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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 71 · EIN 94-1737782 | Brokerage Fees | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,738 | $100,060+101.6% | $149,721+34.7% | $70,126+187.7% |
| Participation rate | 95.8% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 27.52% | 27.46%+0.1pp | 1501.67%-1474.1pp | 73.15%-45.6pp |
| Employer contribution / active EE | $3,589 | $3,661-2.0% | $5,444-34.1% | $2,343+53.2% |
| Participant deferral / active EE | $14,530 | $4,982+191.7% | $6,568+121.2% | $3,332+336.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |