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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $63,890 |
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 28 · EIN 47-0784180 | Investment Management | $35,266 |
MARINER LLC4 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $14,251 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $322 |
CHARLES SCHWAB & CO., INC.6+ 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 | $138,987 | $120,450+15.4% | $159,495-12.9% | $93,010+49.4% |
| Participation rate | 87.1% | 78.0%+9.1pp | 82.8%+4.3pp | 73.9%+13.2pp |
| Annual return | 22.16% | 27.11%-4.9pp | 263.72%-241.6pp | 158.70%-136.5pp |
| Employer contribution / active EE | $1,095 | $3,526-68.9% | $4,831-77.3% | $2,705-59.5% |
| Participant deferral / active EE | $8,678 | $7,283+19.1% | $7,354+18.0% | $4,561+90.3% |
| Admin fee / account holder | $56 | $137-58.9% | $10,804-99.5% | $152-63.0% |