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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Account maintenan... | $116,449 |
Filed as: PRIME CAPITAL INVESTMENT ADV Service code 33 · EIN 82-1364595 | Securities brokerage; Securities brok... | $5,086 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $563 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ 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 | $28,776 | $50,151-42.6% | $149,696-80.8% | $80,157-64.1% |
| Participation rate | 93.0% | 64.3%+28.7pp | 78.8%+14.2pp | 72.9%+20.1pp |
| Annual return | 17.87% | 29.80%-11.9pp | 134.46%-116.6pp | 40.39%-22.5pp |
| Employer contribution / active EE | $449 | $1,867-75.9% | $4,821-90.7% | $2,977-84.9% |
| Participant deferral / active EE | $3,641 | $3,194+14.0% | $5,682-35.9% | $5,015-27.4% |
| Admin fee / account holder | $33 | $153-78.1% | $13,212-99.7% | $145-76.9% |