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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SHAREBUILDER Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $20,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,124 | $64,909-32.0% | $82,312-46.4% | $62,293-29.2% |
| Participation rate | 68.0% | 74.9%-6.9pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 14.84% | 21.18%-6.3pp | 25.88%-11.0pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,613 | $1,676-3.8% | $2,428-33.6% | $2,042-21.0% |
| Participant deferral / active EE | $2,772 | $3,103-10.7% | $3,706-25.2% | $3,169-12.5% |
| Admin fee / account holder | $215 | $440-51.2% | $5,608-96.2% | $479-55.2% |