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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $8,684 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | 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 | $122,736 | $95,438+28.6% | $135,982-9.7% | $74,473+64.8% |
| Participation rate | 47.0% | 78.2%-31.2pp | 81.9%-34.9pp | 70.7%-23.8pp |
| Annual return | 17.38% | 32.61%-15.2pp | 68.32%-50.9pp | 34.36%-17.0pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $4,706 | $7,790-39.6% | $7,760-39.4% | $4,530+3.9% |
| Admin fee / account holder | $25 | $259-90.3% | $10,767-99.8% | $347-92.7% |