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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,439 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,700 | $71,878+95.7% | $86,698+62.3% | $68,486+105.4% |
| Participation rate | 98.9% | 72.2%+26.6pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -14.50% | 3.53%-18.0pp | 35.95%-50.5pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,477 | $2,173+14.0% | $2,837-12.7% | $2,597-4.6% |
| Participant deferral / active EE | $4,590 | $3,779+21.5% | $4,656-1.4% | $4,028+14.0% |
| Admin fee / account holder | $0 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |