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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 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.
Annual investment return 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 | $81,095 | $79,181+2.4% | $102,423-20.8% | $74,429+9.0% |
| Participation rate | 87.5% | 74.8%+12.7pp | 76.5%+11.0pp | 67.2%+20.3pp |
| Annual return | 10.75% | 54.97%-44.2pp | 29.42%-18.7pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $4,678 | $2,362+98.1% | $3,023+54.7% | $2,625+78.2% |
| Participant deferral / active EE | $826 | $4,416-81.3% | $5,054-83.7% | $4,348-81.0% |
| Admin fee / account holder | $33 | $2,002-98.3% | $9,455-99.7% | $1,944-98.3% |