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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $7,948 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,752 | $83,884+29.6% | $64,099+69.7% | $74,440+46.1% |
| Participation rate | 93.3% | 76.6%+16.6pp | 72.3%+20.9pp | 70.7%+22.5pp |
| Annual return | 16.38% | 16.57%-0.2pp | 33.70%-17.3pp | 34.37%-18.0pp |
| Employer contribution / active EE | $2,677 | $3,084-13.2% | $2,748-2.6% | $2,638+1.5% |
| Participant deferral / active EE | $5,632 | $3,692+52.6% | $3,881+45.1% | $4,529+24.4% |
| Admin fee / account holder | $8 | $196-96.1% | $3,070-99.8% | $348-97.8% |