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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 27-0896966 | Advisory (Participants) | $34,765 |
BRIDGEWATER1 year Filed as: BRIDGEWATER ADVISORS INC Service code 26 · EIN 13-3666115 | Advisory (Participants) | $7,494 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,138 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $2,308 |
CHARLES SCHWAB & CO., INC.2 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.
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 | $330,133 | $75,388+337.9% | $123,553+167.2% | $55,727+492.4% |
| Participation rate | 65.9% | 75.7%-9.8pp | 82.3%-16.4pp | 70.9%-5.0pp |
| Annual return | -6.60% | 4.48%-11.1pp | 119.21%-125.8pp | 244.94%-251.5pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $13,945 | $5,651+146.8% | $6,426+117.0% | $3,356+315.6% |
| Admin fee / account holder | $23 | $120-80.5% | $9,284-99.7% | $115-79.7% |