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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC6 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $10,110 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,632 | $119,446+34.5% | $150,045+7.1% | $85,563+87.7% |
| Participation rate | 42.7% | 75.4%-32.7pp | 82.3%-39.6pp | 66.0%-23.2pp |
| Annual return | 12.79% | 23.72%-10.9pp | 62.55%-49.8pp | 31.51%-18.7pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,746 | $7,985-40.6% | $7,997-40.7% | $4,375+8.5% |
| Admin fee / account holder | $31 | $548-94.4% | $13,435-99.8% | $834-96.3% |