Filed May 27, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Distribu... | $7,884 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $59 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,416 | $88,324-88.2% | $115,037-90.9% | $55,191-81.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -0.57% | 6.30%-6.9pp | 26.14%-26.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $4,081 | $2,805+45.5% | $4,608-11.4% | $1,899+115.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $19 | $105-82.1% | $8,175-99.8% | $91-79.2% |