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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $23,501 |
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 | $33,892 | $52,279-35.2% | $89,400-62.1% | $79,858-57.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 20.90% | 22.16%-1.3pp | 245.64%-224.7pp | 31.72%-10.8pp |
| Employer contribution / active EE | $4,325 | $1,572+175.2% | $2,586+67.2% | $2,471+75.0% |
| Participant deferral / active EE | $10,302 | $2,740+276.0% | $3,890+164.8% | $3,740+175.4% |
| Admin fee / account holder | $145 | $3,356-95.7% | $4,882-97.0% | $5,306-97.3% |