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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $35,770 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $25,847 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $29 |
Service code 59 | 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 | $116,745 | $75,284+55.1% | $91,004+28.3% | $69,634+67.7% |
| Participation rate | 89.1% | 80.4%+8.7pp | 75.6%+13.5pp | 70.7%+18.5pp |
| Annual return | 16.72% | 48.40%-31.7pp | 4.60%+12.1pp | 27572.26%-27555.5pp |
| Employer contribution / active EE | $5,135 | $2,473+107.7% | $2,456+109.1% | $2,032+152.7% |
| Participant deferral / active EE | $5,517 | $3,700+49.1% | $3,548+55.5% | $3,224+71.1% |
| Admin fee / account holder | $140 | $111+26.6% | $5,417-97.4% | $110+26.8% |