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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $2,355 |
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $1,439 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,535 | $52,961-89.5% | $172,752-96.8% | $65,185-91.5% |
| Participation rate | 48.7% | 66.2%-17.5pp | 82.6%-34.0pp | 70.2%-21.5pp |
| Annual return | 6.22% | 30.12%-23.9pp | 802.97%-796.8pp | 29.38%-23.2pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $713 | $2,471-71.2% | $5,198-86.3% | $3,514-79.7% |
| Admin fee / account holder | $13 | $472-97.2% | $13,955-99.9% | $847-98.4% |