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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $44,659 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $35,110 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $28 |
CHARLES SCHWAB & CO., INC.3 years 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 | $115,550 | $74,347+55.4% | $93,621+23.4% | $67,584+71.0% |
| Participation rate | 96.0% | 80.6%+15.3pp | 75.8%+20.1pp | 71.3%+24.7pp |
| Annual return | 22.22% | 28.07%-5.8pp | 32.76%-10.5pp | 378.59%-356.4pp |
| Employer contribution / active EE | $5,166 | $2,583+100.0% | $2,719+90.0% | $2,148+140.5% |
| Participant deferral / active EE | $6,346 | $4,060+56.3% | $4,070+55.9% | $3,540+79.3% |
| Admin fee / account holder | $157 | $123+28.2% | $7,890-98.0% | $142+10.5% |