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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,954 | $65,072-46.3% | $66,439-47.4% | $65,306-46.5% |
| Participation rate | 88.4% | 69.1%+19.3pp | 74.5%+13.9pp | 57.7%+30.7pp |
| Annual return | 11.51% | 21.50%-10.0pp | 757.66%-746.1pp | 21.94%-10.4pp |
| Employer contribution / active EE | $1,752 | $2,475-29.2% | $2,637-33.5% | $1,967-10.9% |
| Participant deferral / active EE | $2,720 | $3,234-15.9% | $3,876-29.8% | $2,959-8.1% |
| Admin fee / account holder | $14 | $1,323-99.0% | $6,173-99.8% | $3,480-99.6% |