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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 | $94,439-49.8% | $73,658-35.6% | $154,746-69.4% |
| Participation rate | 0.0% | 64.7%-64.7pp | 57.0%-57.0pp | 80.7%-80.7pp |
| Annual return | 10.16% | 28.25%-18.1pp | 29.72%-19.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $124 | $3,843-96.8% | $3,357-96.3% | $14,365-99.1% |