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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $5,664 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 52 · EIN 42-1558009 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,236 | $66,310-48.4% | $93,606-63.4% | $65,185-47.5% |
| Participation rate | 71.1% | 74.0%-2.9pp | 75.8%-4.8pp | 70.2%+0.9pp |
| Annual return | 15.58% | 42.58%-27.0pp | 32.76%-17.2pp | 29.38%-13.8pp |
| Employer contribution / active EE | $785 | $2,012-61.0% | $2,718-71.1% | $2,177-63.9% |
| Participant deferral / active EE | $1,836 | $3,342-45.1% | $4,069-54.9% | $3,514-47.7% |
| Admin fee / account holder | $63 | $6,897-99.1% | $7,888-99.2% | $847-92.5% |