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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $12,013 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $408 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC AND AFFILI 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 | $178,629 | $104,336+71.2% | $159,487+12.0% | $86,821+105.7% |
| Participation rate | 87.8% | 77.7%+10.1pp | 82.8%+5.0pp | 72.3%+15.5pp |
| Annual return | 12.07% | 26.32%-14.3pp | 263.71%-251.6pp | 97.94%-85.9pp |
| Employer contribution / active EE | $12,307 | $3,451+256.6% | $4,831+154.7% | $2,406+411.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $22 | $172-87.4% | $10,804-99.8% | $170-87.2% |