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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 | Securities brokerage; Securities brok... | $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 | $106,230+35.3% | $147,080-2.3% | $77,736+84.9% |
| Participation rate | 43.3% | 78.4%-35.1pp | 82.2%-38.9pp | 70.6%-27.3pp |
| Annual return | 13.28% | 56.91%-43.6pp | 420.17%-406.9pp | 31.26%-18.0pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,877 | $8,001-39.0% | $8,066-39.5% | $4,651+4.9% |
| Admin fee / account holder | $30 | $338-91.2% | $12,989-99.8% | $433-93.2% |