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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC3 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $12,010 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $564 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC AND AFFILI 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 | $150,388 | $82,188+83.0% | $125,391+19.9% | $64,824+132.0% |
| Participation rate | 86.3% | 77.9%+8.4pp | 82.4%+3.9pp | 71.5%+14.9pp |
| Annual return | -14.90% | 3.50%-18.4pp | 572.41%-587.3pp | 32.84%-47.7pp |
| Employer contribution / active EE | $11,999 | $3,617+231.7% | $4,816+149.2% | $2,507+378.6% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $21 | $163-87.0% | $10,009-99.8% | $188-88.7% |