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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2647786 | Advisory (Plan) | $38,424 |
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $87,219 | $80,753+8.0% | $136,297-36.0% | $62,293+40.0% |
| Participation rate | 90.5% | 73.5%+16.9pp | 81.9%+8.6pp | 69.5%+21.0pp |
| Annual return | 18.00% | 35.83%-17.8pp | 5156.16%-5138.2pp | 28.90%-10.9pp |
| Employer contribution / active EE | $2,610 | $2,884-9.5% | $4,696-44.4% | $2,042+27.8% |
| Participant deferral / active EE | $6,417 | $5,164+24.3% | $6,247+2.7% | $3,169+102.5% |
| Admin fee / account holder | $283 | $525-46.2% | $9,244-96.9% | $479-41.1% |