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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 27 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Advisory (Plan) | $22,090 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,288 | $78,483-48.7% | $106,201-62.1% | $74,546-46.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 0.35% | 15.94%-15.6pp | 116.26%-115.9pp | 1366.03%-1365.7pp |
| Employer contribution / active EE | $1,804 | $2,522-28.5% | $3,170-43.1% | $2,624-31.3% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $142 | $2,236-93.7% | $11,039-98.7% | $1,944-92.7% |