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| Provider | Service type | Compensation |
|---|---|---|
AT INVESTMENT ADVISERS INC2 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $28,874 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $13,479 |
MONETA GROUP LLC4+ years Filed as: MONETA GROUP INVESTMENT ADV Service code 26 · EIN 20-1903821 | Advisory (Participants) | $12,229 |
Service code 26 · EIN 20-8574983 | Advisory (Participants) | $11,875 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $364,449 | $73,102+398.5% | $123,553+195.0% | $56,289+547.5% |
| Participation rate | 95.7% | 74.3%+21.3pp | 82.3%+13.4pp | 69.9%+25.8pp |
| Annual return | -5.28% | 3.01%-8.3pp | 119.21%-124.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $13,190 | $2,977+343.1% | $4,628+185.0% | $2,111+524.8% |
| Participant deferral / active EE | $10,381 | $5,423+91.4% | $6,426+61.5% | $3,350+209.9% |
| Admin fee / account holder | $244 | $554-56.0% | $9,284-97.4% | $521-53.2% |