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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $89,832 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $64,388 |
NATIONAL FINANCIAL SERVICES5+ 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 | $224,866 | $88,122+155.2% | $141,200+59.3% | $67,584+232.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 20.95% | 75.40%-54.4pp | 71.41%-50.5pp | 378.59%-357.6pp |
| Employer contribution / active EE | $13,410 | $3,224+315.9% | $4,736+183.1% | $2,148+524.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $66 | $131-49.3% | $10,265-99.4% | $142-53.4% |