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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,308 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 28 · EIN 47-0784180 | Investment Management | $35,807 |
MARINER LLC3 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $9,361 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $485 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $124,412 | $127,481-2.4% | $149,751-16.9% | $90,274+37.8% |
| Participation rate | 98.8% | 78.2%+20.6pp | 82.5%+16.3pp | 73.4%+25.5pp |
| Annual return | 20.75% | 57.78%-37.0pp | 276.71%-256.0pp | 53.97%-33.2pp |
| Employer contribution / active EE | $1,809 | $3,448-47.5% | $4,646-61.1% | $2,523-28.3% |
| Participant deferral / active EE | $9,253 | $6,975+32.7% | $6,843+35.2% | $4,231+118.7% |
| Admin fee / account holder | $61 | $152-59.5% | $9,312-99.3% | $114-46.1% |