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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $22,321 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,532 | $46,464-94.5% | $150,298-98.3% | $79,634-96.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 0.00% | 27.89%-27.9pp | 62.79%-62.8pp | 36.46%-36.5pp |
| Employer contribution / active EE | $604 | $1,512-60.1% | $4,154-85.5% | $2,529-76.1% |
| Participant deferral / active EE | $1,885 | $2,157-12.6% | $5,453-65.4% | $3,835-50.8% |
| Admin fee / account holder | $23 | $891-97.4% | $14,116-99.8% | $1,002-97.7% |