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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 | $63,433-44.9% | $63,803-45.2% | $64,097-45.5% |
| Participation rate | 88.4% | 65.0%+23.3pp | 72.7%+15.7pp | 55.2%+33.2pp |
| Annual return | 11.51% | 20.74%-9.2pp | 543.72%-532.2pp | 34.64%-23.1pp |
| Employer contribution / active EE | $1,752 | $2,332-24.8% | $2,532-30.8% | $1,891-7.4% |
| Participant deferral / active EE | $2,720 | $3,119-12.8% | $3,843-29.2% | $3,080-11.7% |
| Admin fee / account holder | $14 | $1,489-99.1% | $5,196-99.7% | $3,454-99.6% |