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| Provider | Service type | Compensation |
|---|---|---|
GLASSMAN WEALTH SERVICES LLC6 years Service code 26 · EIN 27-0896966 | Advisory (Participants) | $28,047 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $215 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $546,129 | $82,202+564.4% | $125,339+335.7% | $64,808+742.7% |
| Participation rate | 47.3% | 77.9%-30.6pp | 82.4%-35.1pp | 71.5%-24.1pp |
| Annual return | -16.04% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $9,360 | $3,615+158.9% | $4,814+94.4% | $2,506+273.5% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $88 | $163-46.0% | $10,010-99.1% | $188-53.0% |