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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC4+ years Service code 11 · EIN 11-2836994 | Actuarial | $449,061 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $97,684 |
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 | $100,832 | $101,523-0.7% | $141,200-28.6% | $77,775+29.6% |
| Participation rate | 84.9% | 77.4%+7.5pp | 82.5%+2.4pp | 73.2%+11.7pp |
| Annual return | -3.02% | 56.22%-59.2pp | 71.41%-74.4pp | 32.58%-35.6pp |
| Employer contribution / active EE | $7,061 | $3,341+111.4% | $4,736+49.1% | $2,504+182.0% |
| Participant deferral / active EE | $2,445 | $6,434-62.0% | $6,710-63.6% | $3,966-38.3% |
| Admin fee / account holder | $77 | $92-15.8% | $10,265-99.2% | $100-23.0% |