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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,085 |
CHARLES SCHWAB & CO., INC.4 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 | $176,807 | $80,992+118.3% | $96,534+83.2% | $75,173+135.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.97% | 27.05%-9.1pp | 25.88%-7.9pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,498 | $2,283+9.4% | $2,965-15.8% | $2,671-6.5% |
| Participant deferral / active EE | $4,649 | $3,929+18.3% | $4,851-4.2% | $4,126+12.7% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |