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| Provider | Service type | Compensation |
|---|---|---|
ANCORA ADVISORS1+ years Filed as: ANCORA INVERNESS LLC Service code 26 · EIN 41-2071875 | Advisory (Participants) | $29,813 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON PRIVATE TRUST CO. NA Service code 26 · EIN 04-3361965 | Advisory (Participants) | $16,628 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,796 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $3,389 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $159,552 | $88,324+80.6% | $115,038+38.7% | $55,191+189.1% |
| Participation rate | 99.2% | 72.5%+26.6pp | 81.4%+17.8pp | 69.2%+30.0pp |
| Annual return | -0.12% | 6.30%-6.4pp | 26.14%-26.3pp | 10.78%-10.9pp |
| Employer contribution / active EE | $8,032 | $2,805+186.4% | $4,608+74.3% | $1,899+323.0% |
| Participant deferral / active EE | $9,581 | $5,042+90.0% | $6,026+59.0% | $3,046+214.5% |
| Admin fee / account holder | $125 | $105+18.7% | $8,175-98.5% | $91+37.8% |