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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 26 · EIN 34-1479833 | Advisory (Participants) | $118,108 |
MONTGOMERY CAPITAL MANAGEMENT2+ years Service code 26 · EIN 01-0775386 | Advisory (Participants) | $13,529 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,217 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $84,446 | $36,916+128.7% | $156,551-46.1% | $57,658+46.5% |
| Participation rate | 98.7% | 63.4%+35.3pp | 84.0%+14.7pp | 70.2%+28.5pp |
| Annual return | 9.70% | 12.38%-2.7pp | 32.23%-22.5pp | 5.13%+4.6pp |
| Employer contribution / active EE | $6,647 | $1,571+323.2% | $5,501+20.8% | $1,974+236.8% |
| Participant deferral / active EE | $5,141 | $1,926+167.0% | $4,871+5.5% | $3,061+68.0% |
| Admin fee / account holder | $161 | $82+95.3% | $13,028-98.8% | $95+70.4% |