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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,877 | $76,112-14.8% | $96,534-32.8% | $71,511-9.3% |
| Participation rate | 88.8% | 74.4%+14.4pp | 76.0%+12.8pp | 67.9%+20.9pp |
| Annual return | 14.66% | 22.81%-8.1pp | 25.88%-11.2pp | 28.86%-14.2pp |
| Employer contribution / active EE | $4,013 | $2,248+78.5% | $2,965+35.3% | $2,589+55.0% |
| Participant deferral / active EE | $801 | $4,217-81.0% | $4,851-83.5% | $4,291-81.3% |
| Admin fee / account holder | $22 | $2,708-99.2% | $8,253-99.7% | $1,588-98.6% |