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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Sales loads (front... | $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 commissions and ... | $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 | $91,621+23.8% | $67,511+68.0% | $77,671+46.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 11.15% | 14.87%-3.7pp | 3517.41%-3506.3pp | 31.21%-20.1pp |
| Employer contribution / active EE | $2,989 | $3,184-6.1% | $2,733+9.4% | $2,726+9.6% |
| Participant deferral / active EE | $6,194 | $3,906+58.6% | $4,000+54.8% | $4,648+33.3% |
| Admin fee / account holder | $7 | $176-95.9% | $3,999-99.8% | $430-98.3% |