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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $184,528 |
MONTGOMERY CAPITAL MANAGEMENT1+ years Service code 26 · EIN 01-0775386 | Advisory (Participants) | $15,971 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,020 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,850 | $37,117+99.0% | $147,618-50.0% | $55,191+33.8% |
| Participation rate | 97.1% | 63.6%+33.5pp | 84.6%+12.4pp | 69.2%+27.9pp |
| Annual return | -2.01% | 3.44%-5.5pp | 61.98%-64.0pp | 10.78%-12.8pp |
| Employer contribution / active EE | $5,494 | $1,620+239.0% | $5,565-1.3% | $1,899+189.3% |
| Participant deferral / active EE | $4,658 | $1,985+134.6% | $4,895-4.8% | $3,046+52.9% |
| Admin fee / account holder | $241 | $86+181.6% | $11,612-97.9% | $91+165.5% |