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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 31-1360674 | Recordkeeping | $9,385 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259 | Direct Payment | $1,551 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,403 | $104,650-54.7% | $83,854-43.5% | $155,188-69.5% |
| Participation rate | 0.0% | 65.1%-65.1pp | 59.1%-59.1pp | 80.8%-80.8pp |
| Annual return | 10.16% | 28.97%-18.8pp | 31.39%-21.2pp | 148.84%-138.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $124 | $3,518-96.5% | $3,197-96.1% | $14,480-99.1% |