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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $88,893 |
Filed as: CHARLES SCHWAB& CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $71,061 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,612 | $100,801+141.7% | $149,751+62.7% | $73,415+231.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 12.91% | 265.34%-252.4pp | 276.71%-263.8pp | 59.30%-46.4pp |
| Employer contribution / active EE | $14,664 | $3,312+342.8% | $4,646+215.6% | $2,234+556.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $66 | $181-63.3% | $9,312-99.3% | $158-57.9% |