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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB BANK Service code 28 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $13,500 |
BRIDGEWATER1 year Filed as: BRIDGEWATER ADVISORS Service code 28 · EIN 13-3666115 | Investment Management | $9,957 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $312,448-100.0% | $297,102-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.4%-35.4pp | 34.7%-34.7pp |
| Annual return | 2.95% | 7.80%-4.9pp | 7.91%-5.0pp | 12.28%-9.3pp |
| Employer contribution / active EE | $0 | $30,768-100.0% | $29,328-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $17-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $11,723-100.0% | $10,077-100.0% | $47,656-100.0% |