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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $14,965 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,828 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,096 | $58,726-74.3% | $92,240-83.6% | $62,293-75.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.57% | 43.62%-25.0pp | 176.29%-157.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,906 | $2,392-20.3% | $3,680-48.2% | $2,042-6.7% |
| Participant deferral / active EE | $1,720 | $2,766-37.8% | $3,897-55.9% | $3,169-45.7% |
| Admin fee / account holder | $30 | $556-94.6% | $5,194-99.4% | $479-93.7% |