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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $420 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer 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 exceed $250,000 - top-decile high-value plan.
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 | $275,897 | $155,795+77.1% | $136,298+102.4% | $69,634+296.2% |
| Participation rate | 97.4% | 75.2%+22.1pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 12.29% | 232464.33%-232452.0pp | 5156.27%-5144.0pp | 27572.26%-27560.0pp |
| Employer contribution / active EE | $1 | $2,991-100.0% | $4,696-100.0% | $2,032-99.9% |
| Participant deferral / active EE | $14,007 | $5,394+159.7% | $6,247+124.2% | $3,224+334.5% |
| Admin fee / account holder | $1 | $128-98.8% | $9,244-100.0% | $110-98.7% |