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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Finders' fees / p... | $81,253 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $27 |
NATIONAL FINANCIAL SERVICES1+ 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 | $13,466 | $21,965-38.7% | $59,496-77.4% | $59,188-77.2% |
| Participation rate | 100.0% | 32.6%+67.4pp | 54.6%+45.4pp | 69.4%+30.6pp |
| Annual return | 0.27% | 22.15%-21.9pp | 182.05%-181.8pp | 5.51%-5.2pp |
| Employer contribution / active EE | $522 | $316+65.1% | $1,153-54.7% | $2,098-75.1% |
| Participant deferral / active EE | $1,286 | $732+75.7% | $1,829-29.7% | $3,265-60.6% |
| Admin fee / account holder | $29 | $74-61.5% | $2,232-98.7% | $92-69.0% |