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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $37,210 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,931 | $56,438+4.4% | $76,902-23.4% | $71,529-17.6% |
| Participation rate | 57.5% | 64.3%-6.8pp | 69.6%-12.1pp | 67.9%-10.4pp |
| Annual return | 17.01% | 19.05%-2.0pp | 37.91%-20.9pp | 28.97%-12.0pp |
| Employer contribution / active EE | $2,339 | $1,864+25.5% | $2,534-7.7% | $2,590-9.7% |
| Participant deferral / active EE | $2,955 | $3,136-5.8% | $3,833-22.9% | $4,291-31.2% |
| Admin fee / account holder | $288 | $1,430-79.8% | $5,479-94.7% | $1,588-81.8% |