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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $44,698 |
Service code 27 · EIN 94-3428956 | Advisory (Plan) | $15,968 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 16 · EIN 82-3967259 | Consulting | $9,248 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB AND CO., INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $51 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,446 | $106,164-41.2% | $147,041-57.5% | $77,692-19.6% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 19.71% | 56.81%-37.1pp | 419.21%-399.5pp | 31.25%-11.5pp |
| Employer contribution / active EE | $2,652 | $4,066-34.8% | $4,935-46.3% | $2,726-2.7% |
| Participant deferral / active EE | $7,069 | $7,993-11.6% | $8,071-12.4% | $4,648+52.1% |
| Admin fee / account holder | $108 | $338-68.0% | $13,006-99.2% | $431-74.9% |