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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,084 |
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 | $43,120 | $51,466-16.2% | $78,778-45.3% | $62,293-30.8% |
| Participation rate | 95.4% | 59.8%+35.6pp | 69.2%+26.2pp | 69.5%+25.9pp |
| Annual return | 0.00% | 19.96%-20.0pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,541 | $2,147-28.2% | $2,958-47.9% | $3,169-51.4% |
| Admin fee / account holder | $37 | $489-92.4% | $5,134-99.3% | $479-92.2% |