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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $14,245 |
PENNSYLVANIA TRUST1+ years Service code 26 · EIN 27-4768360 | Advisory (Participants) | $13,611 |
FISHER INVESTMENTS1+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $13,379 |
MB LEVIS & ASSOCIATES LLC1+ years Service code 26 · EIN 45-5079551 | Advisory (Participants) | $8,885 |
INDEPENDENCE ADVISORS LLC1+ years Service code 26 · EIN 27-2262116 | Advisory (Participants) | $6,090 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO 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 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $341,180 | $37,117+819.2% | $147,617+131.1% | $55,191+518.2% |
| Participation rate | 90.7% | 63.6%+27.0pp | 84.6%+6.0pp | 69.2%+21.5pp |
| Annual return | -1.32% | 3.44%-4.8pp | 61.98%-63.3pp | 10.78%-12.1pp |
| Employer contribution / active EE | $17,799 | $1,620+998.4% | $5,564+219.9% | $1,899+837.4% |
| Participant deferral / active EE | $14,439 | $1,985+627.2% | $4,895+194.9% | $3,046+374.0% |
| Admin fee / account holder | $256 | $86+199.1% | $11,612-97.8% | $91+181.9% |