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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $34,851 |
Filed as: ABG PORTFOLIO STRATEGIES INC. Service code 27 · EIN 38-3462761 | Advisory (Plan) | $34,350 |
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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 | $0 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 12.65% | 9.27%+3.4pp | 14.41%-1.8pp | 10.41%+2.2pp |
| Employer contribution / active EE | $10,418 | $15,826-34.2% | $45,283-77.0% | $14,691-29.1% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |