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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC3 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $8,585 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $164 |
CHARLES SCHWAB & CO., INC.7 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,302 | $82,188+30.6% | $125,391-14.4% | $64,824+65.5% |
| Participation rate | 50.5% | 77.9%-27.4pp | 82.4%-31.9pp | 71.5%-21.0pp |
| Annual return | -16.15% | 3.50%-19.7pp | 572.41%-588.6pp | 32.84%-49.0pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,762 | $7,177-33.6% | $7,448-36.1% | $4,311+10.5% |
| Admin fee / account holder | $25 | $163-84.4% | $10,009-99.7% | $188-86.5% |