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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $7,918 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $113,420 | $91,710+23.7% | $67,560+67.9% | $77,762+45.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 11.15% | 14.88%-3.7pp | 3533.50%-3522.3pp | 31.27%-20.1pp |
| Employer contribution / active EE | $2,989 | $3,187-6.2% | $2,737+9.2% | $2,728+9.6% |
| Participant deferral / active EE | $6,194 | $3,911+58.4% | $4,004+54.7% | $4,651+33.2% |
| Admin fee / account holder | $7 | $245-97.1% | $3,994-99.8% | $433-98.3% |