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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $1,962 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $29 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,838 | $56,197-34.4% | $67,652-45.5% | $59,633-38.2% |
| Participation rate | 64.8% | 71.5%-6.7pp | 75.7%-10.9pp | 68.7%-3.9pp |
| Annual return | -1.38% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $398 | $1,615-75.4% | $2,266-82.4% | $2,203-81.9% |
| Participant deferral / active EE | $2,130 | $2,844-25.1% | $3,560-40.2% | $3,192-33.3% |
| Admin fee / account holder | $1 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |