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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $66,714 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,948 | $55,470+2.7% | $155,556-63.4% | $74,478-23.5% |
| Participation rate | 85.3% | 61.9%+23.4pp | 78.2%+7.1pp | 67.2%+18.1pp |
| Annual return | 13.25% | 269.80%-256.6pp | 64.84%-51.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,508 | $2,267+10.6% | $4,675-46.4% | $2,626-4.5% |
| Participant deferral / active EE | $3,981 | $2,838+40.3% | $5,631-29.3% | $4,350-8.5% |
| Admin fee / account holder | $260 | $1,744-85.1% | $15,885-98.4% | $1,946-86.7% |