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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC5 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $9,565 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $400 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $143,700 | $106,264+35.2% | $147,117-2.3% | $77,762+84.8% |
| Participation rate | 43.3% | 78.4%-35.1pp | 82.2%-38.9pp | 70.6%-27.3pp |
| Annual return | 13.28% | 56.94%-43.7pp | 420.54%-407.3pp | 31.27%-18.0pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,877 | $8,003-39.1% | $8,065-39.5% | $4,651+4.9% |
| Admin fee / account holder | $30 | $334-91.1% | $12,993-99.8% | $433-93.1% |