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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $142,952 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,145 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $51,959 | $22,880+127.1% | $59,496-12.7% | $67,505-23.0% |
| Participation rate | 11.1% | 33.1%-22.0pp | 54.6%-43.4pp | 71.2%-60.1pp |
| Annual return | 0.76% | 8.51%-7.8pp | 182.05%-181.3pp | 6.52%-5.8pp |
| Employer contribution / active EE | $281 | $238+18.2% | $1,153-75.6% | $2,173-87.1% |
| Participant deferral / active EE | $560 | $649-13.7% | $1,829-69.4% | $3,597-84.4% |
| Admin fee / account holder | $104 | $54+94.7% | $2,232-95.3% | $56+85.9% |