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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION2 years Filed as: SYM FINANCIAL CORP Service code 26 · EIN 35-1550787 | Advisory (Participants) | $37,737 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 · EIN 82-1371994 | Other Services | $32,665 |
Service code 19 · EIN 32-0169227 | Securities Custodian | $22,373 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $5,004 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,516 | $56,540-54.9% | $185,851-86.3% | $86,821-70.6% |
| Participation rate | 67.1% | 65.5%+1.6pp | 81.7%-14.6pp | 72.3%-5.2pp |
| Annual return | 28.83% | 118.20%-89.4pp | 122.11%-93.3pp | 97.94%-69.1pp |
| Employer contribution / active EE | $1,535 | $1,844-16.8% | $5,168-70.3% | $2,406-36.2% |
| Participant deferral / active EE | $925 | $2,555-63.8% | $5,569-83.4% | $4,132-77.6% |
| Admin fee / account holder | $253 | $150+68.9% | $16,245-98.4% | $170+49.1% |