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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Participant lo... | $41,710 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,288 | $79,124+21.7% | $60,899+58.1% | $64,814+48.6% |
| Participation rate | 87.7% | 77.7%+10.0pp | 73.1%+14.6pp | 71.5%+16.3pp |
| Annual return | -14.19% | -7.13%-7.1pp | 16.92%-31.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,147 | $3,050-29.6% | $2,702-20.5% | $2,507-14.3% |
| Participant deferral / active EE | $5,791 | $3,725+55.5% | $3,817+51.7% | $4,310+34.3% |
| Admin fee / account holder | $38 | $106-64.0% | $3,225-98.8% | $188-79.7% |