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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Service code 28 · EIN 11-1119387 | Investment Management | $78,001 |
W. HARRIS WOOTEN1+ years Service code 10 · EIN 46-2783528 | Accounting | $14,500 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $1,383 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES 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 | $122,024 | $88,324+38.2% | $115,038+6.1% | $55,191+121.1% |
| Participation rate | 99.7% | 72.5%+27.2pp | 81.4%+18.3pp | 69.2%+30.5pp |
| Annual return | -0.35% | 6.30%-6.6pp | 26.14%-26.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $4,767 | $2,805+69.9% | $4,608+3.4% | $1,899+151.0% |
| Participant deferral / active EE | $10,840 | $5,042+115.0% | $6,026+79.9% | $3,046+255.8% |
| Admin fee / account holder | $211 | $105+99.9% | $8,175-97.4% | $91+132.0% |