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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Service code 71 · EIN 94-1737782 | Brokerage Fees | $6,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $264,472 | $123,793+113.6% | $177,821+48.7% | $79,858+231.2% |
| Participation rate | 93.3% | 84.7%+8.7pp | 87.7%+5.6pp | 69.6%+23.7pp |
| Annual return | 4.14% | 22.82%-18.7pp | 48.32%-44.2pp | 31.71%-27.6pp |
| Employer contribution / active EE | $3,817 | $4,095-6.8% | $5,918-35.5% | $2,471+54.5% |
| Participant deferral / active EE | $17,465 | $5,956+193.2% | $7,714+126.4% | $3,740+367.0% |
| Admin fee / account holder | $277 | $7,243-96.2% | $12,427-97.8% | $5,306-94.8% |