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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 | $78,562-48.7% | $105,608-61.9% | $74,429-45.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 0.35% | 15.94%-15.6pp | 116.50%-116.2pp | 1368.38%-1368.0pp |
| Employer contribution / active EE | $1,804 | $2,521-28.5% | $3,167-43.0% | $2,625-31.3% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $142 | $2,217-93.6% | $11,028-98.7% | $1,944-92.7% |