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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $78 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH4+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,346 | $76,000-82.4% | $154,107-91.3% | $64,186-79.2% |
| Participation rate | 89.8% | 70.4%+19.4pp | 83.0%+6.8pp | 69.6%+20.2pp |
| Annual return | -5.81% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $40 | $3,351-98.8% | $5,298-99.2% | $2,381-98.3% |
| Participant deferral / active EE | $1,827 | $3,175-42.5% | $5,081-64.0% | $3,470-47.3% |
| Admin fee / account holder | $23 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |