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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC2+ years Service code 11 · EIN 11-2836994 | Actuarial | $48,040 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,495 |
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 | $26,916 | $56,640-52.5% | $80,977-66.8% | $57,658-53.3% |
| Participation rate | 86.9% | 75.9%+11.0pp | 75.8%+11.0pp | 70.2%+16.6pp |
| Annual return | 51.94% | 19.97%+32.0pp | 17.11%+34.8pp | 5.13%+46.8pp |
| Employer contribution / active EE | $1,653 | $2,085-20.7% | $3,715-55.5% | $1,974-16.3% |
| Participant deferral / active EE | $4,701 | $4,944-4.9% | $5,696-17.5% | $3,061+53.6% |
| Admin fee / account holder | $63 | $87-27.2% | $5,517-98.8% | $95-32.9% |