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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-8307105 | Advisory (Plan) | $5,534 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,835 | $55,437-93.1% | $155,534-97.5% | $74,459-94.9% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.2pp | 67.2%+27.2pp |
| Annual return | 6.34% | 269.58%-263.2pp | 64.92%-58.6pp | 1369.70%-1363.4pp |
| Employer contribution / active EE | $370 | $2,266-83.7% | $4,675-92.1% | $2,626-85.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $38 | $1,742-97.8% | $15,900-99.8% | $1,945-98.1% |