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| Provider | Service type | Compensation |
|---|---|---|
MBM ADVISORS, INC.1+ years Service code 15 · EIN 75-2009441 | Recordkeeping | $28,957 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,198 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $653 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,041 | $46,360+122.3% | $147,617-30.2% | $52,331+96.9% |
| Participation rate | 95.0% | 64.9%+30.1pp | 84.6%+10.4pp | 68.1%+26.9pp |
| Annual return | -3.16% | 1.62%-4.8pp | 61.98%-65.1pp | 4.54%-7.7pp |
| Employer contribution / active EE | $7,062 | $2,126+232.1% | $5,564+26.9% | $1,882+275.3% |
| Participant deferral / active EE | $5,298 | $2,258+134.7% | $4,895+8.2% | $3,022+75.3% |
| Admin fee / account holder | $240 | $766-68.6% | $11,612-97.9% | $592-59.4% |