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| Provider | Service type | Compensation |
|---|---|---|
INVST2 years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $75,946 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Participant communication; Direct pay... | $56,895 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,872 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,359 | $87,621-60.8% | $86,436-60.2% | $77,904-55.9% |
| Participation rate | 54.0% | 85.8%-31.8pp | 80.3%-26.4pp | 73.7%-19.7pp |
| Annual return | -20.37% | -13.90%-6.5pp | 4394.89%-4415.3pp | 12.21%-32.6pp |
| Employer contribution / active EE | $1,831 | $3,474-47.3% | $3,769-51.4% | $2,848-35.7% |
| Participant deferral / active EE | $2,975 | $8,645-65.6% | $6,952-57.2% | $4,806-38.1% |
| Admin fee / account holder | $156 | $85+83.8% | $6,731-97.7% | $133+17.4% |