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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC5 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $13,275 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $460 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,546 | $106,264+71.8% | $147,117+24.1% | $77,762+134.8% |
| Participation rate | 87.8% | 78.4%+9.4pp | 82.2%+5.6pp | 70.6%+17.2pp |
| Annual return | 11.09% | 56.94%-45.8pp | 420.54%-409.5pp | 31.27%-20.2pp |
| Employer contribution / active EE | $13,911 | $4,074+241.5% | $4,932+182.0% | $2,728+409.9% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $22 | $334-93.3% | $12,993-99.8% | $433-94.8% |