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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $31,224 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,604 | $95,542-10.4% | $69,464+23.2% | $67,579+26.7% |
| Participation rate | 82.2% | 79.4%+2.8pp | 74.6%+7.6pp | 71.3%+10.9pp |
| Annual return | 5.42% | 17.67%-12.2pp | 28.98%-23.6pp | 378.56%-373.1pp |
| Employer contribution / active EE | $3,160 | $2,989+5.7% | $2,779+13.7% | $2,148+47.1% |
| Participant deferral / active EE | $4,385 | $3,263+34.4% | $3,536+24.0% | $3,539+23.9% |
| Admin fee / account holder | $27 | $90-70.1% | $3,840-99.3% | $142-81.1% |