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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $12,112 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $360 |
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 | $163,583 | $95,438+71.4% | $135,982+20.3% | $74,473+119.7% |
| Participation rate | 91.4% | 78.2%+13.2pp | 81.9%+9.4pp | 70.7%+20.6pp |
| Annual return | 13.67% | 32.61%-18.9pp | 68.32%-54.7pp | 34.36%-20.7pp |
| Employer contribution / active EE | $13,363 | $3,878+244.6% | $4,859+175.0% | $2,638+406.5% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $20 | $259-92.2% | $10,767-99.8% | $347-94.2% |