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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FINDEC BENEFIT SERVICES Service code 13 · EIN 85-3986400 | Contract Administrator | $2,310 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,405 | $79,694-79.4% | $96,171-82.9% | $79,391-79.3% |
| Participation rate | 59.2% | 54.0%+5.3pp | 68.4%-9.2pp | 70.7%-11.5pp |
| Annual return | 18.66% | 40.84%-22.2pp | 192.04%-173.4pp | 116.88%-98.2pp |
| Employer contribution / active EE | $1,090 | $1,443-24.5% | $2,799-61.0% | $2,428-55.1% |
| Participant deferral / active EE | $1,874 | $2,539-26.2% | $4,350-56.9% | $4,046-53.7% |
| Admin fee / account holder | $12 | $630-98.1% | $5,538-99.8% | $627-98.1% |