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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $268 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,570 | $44,960-36.5% | $84,966-66.4% | $74,495-61.6% |
| Participation rate | 43.5% | 49.4%-5.9pp | 67.5%-24.0pp | 67.2%-23.7pp |
| Annual return | 0.00% | 26.24%-26.2pp | 66.38%-66.4pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $320 | $1,457-78.1% | $2,727-88.3% | $2,623-87.8% |
| Participant deferral / active EE | $477 | $2,731-82.5% | $4,519-89.5% | $4,346-89.0% |
| Admin fee / account holder | $6 | $2,209-99.7% | $6,149-99.9% | $1,942-99.7% |