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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Service code 71 · EIN 94-1737782 | Brokerage Fees | $6,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,122 | $109,359+123.2% | $162,177+50.5% | $72,975+234.5% |
| Participation rate | 92.9% | 84.3%+8.6pp | 87.6%+5.3pp | 69.5%+23.4pp |
| Annual return | 35.56% | 25.46%+10.1pp | 115.60%-80.0pp | 81.01%-45.4pp |
| Employer contribution / active EE | $3,770 | $3,907-3.5% | $5,613-32.8% | $2,440+54.5% |
| Participant deferral / active EE | $15,793 | $5,481+188.1% | $7,297+116.4% | $3,608+337.8% |
| Admin fee / account holder | $295 | $7,972-96.3% | $10,843-97.3% | $5,124-94.2% |