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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC4+ years Service code 11 · EIN 11-2836994 | Actuarial | $14,426 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,520 |
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 | $49,331 | $66,302-25.6% | $110,243-55.3% | $56,289-12.4% |
| Participation rate | 96.2% | 74.9%+21.3pp | 79.8%+16.4pp | 69.9%+26.4pp |
| Annual return | -6.94% | -1.18%-5.8pp | 314.76%-321.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $6,153 | $2,047+200.6% | $3,827+60.8% | $2,111+191.5% |
| Participant deferral / active EE | $3,157 | $3,381-6.6% | $4,672-32.4% | $3,350-5.8% |
| Admin fee / account holder | $31 | $698-95.6% | $8,548-99.6% | $521-94.1% |