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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Finders' fees / p... | $2,651 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 32 · EIN 04-3523567 | Real estate brokerage; Securities bro... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,175 | $34,492+54.2% | $80,004-33.5% | $55,191-3.7% |
| Participation rate | 79.0% | 62.9%+16.2pp | 73.0%+6.0pp | 69.2%+9.9pp |
| Annual return | 0.90% | 3.50%-2.6pp | 7.63%-6.7pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,637 | $1,043+56.9% | $2,473-33.8% | $1,899-13.8% |
| Participant deferral / active EE | $3,783 | $2,104+79.8% | $3,204+18.1% | $3,046+24.2% |
| Admin fee / account holder | $133 | $69+91.9% | $5,033-97.4% | $91+46.6% |