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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,221 |
CHARLES SCHWAB & CO., INC.5 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 | $186,223 | $79,181+135.2% | $102,423+81.8% | $74,429+150.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 21.05% | 54.97%-33.9pp | 29.42%-8.4pp | 1368.38%-1347.3pp |
| Employer contribution / active EE | $2,400 | $2,362+1.6% | $3,023-20.6% | $2,625-8.6% |
| Participant deferral / active EE | $4,934 | $4,416+11.7% | $5,054-2.4% | $4,348+13.5% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |