| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 16.49% | 11.57%+4.9pp | 380.71%-364.2pp | 11.45%+5.0pp |
| Employer contribution / active EE | $99,928 | $36,657+172.6% | $45,089+121.6% | $17,219+480.3% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |