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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $62,815 |
CHARLES SCHWAB & CO., INC.2 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 | $52,117 | $65,125-20.0% | $143,797-63.8% | $66,949-22.2% |
| Participation rate | 86.8% | 65.2%+21.6pp | 80.3%+6.5pp | 69.8%+17.0pp |
| Annual return | -17.74% | -11.13%-6.6pp | -0.04%-17.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $2,226 | $2,362-5.8% | $4,952-55.1% | $2,545-12.6% |
| Participant deferral / active EE | $3,637 | $2,920+24.5% | $5,638-35.5% | $4,239-14.2% |
| Admin fee / account holder | $288 | $503-42.7% | $14,679-98.0% | $594-51.5% |