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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $34,434 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $56,966 | $39,859+42.9% | $78,676-27.6% | $57,658-1.2% |
| Participation rate | 95.3% | 66.1%+29.2pp | 73.6%+21.7pp | 70.2%+25.1pp |
| Annual return | 10.60% | 18.96%-8.4pp | 62.19%-51.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $4,045 | $1,786+126.5% | $2,850+41.9% | $1,974+104.9% |
| Participant deferral / active EE | $5,957 | $2,248+165.0% | $3,517+69.4% | $3,061+94.6% |
| Admin fee / account holder | $98 | $76+28.4% | $4,510-97.8% | $95+3.5% |