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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC4+ years Service code 11 · EIN 11-2836994 | Actuarial | $37,933 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,833 |
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 | $28,274 | $61,214-53.8% | $83,322-66.1% | $56,287-49.8% |
| Participation rate | 92.6% | 72.6%+20.0pp | 77.8%+14.8pp | 69.9%+22.7pp |
| Annual return | -2.79% | 0.42%-3.2pp | 10.64%-13.4pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,745 | $1,925-9.4% | $3,379-48.4% | $2,111-17.4% |
| Participant deferral / active EE | $5,167 | $5,091+1.5% | $5,565-7.1% | $3,350+54.3% |
| Admin fee / account holder | $40 | $512-92.1% | $7,540-99.5% | $521-92.3% |