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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,317 |
CHARLES SCHWAB & CO., INC.1+ years Service code 28 · EIN 94-1737782 | Investment Management | $3,691 |
JONES TRADING INSTITUTIONAL SVCS1+ years Filed as: JONES TRADING INSTITUTIONAL Service code 33 · EIN 51-0484896 | Securities brokerage | $125 |
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Participant contribution per participant 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 | $0 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -1.08% | -2.03%+0.9pp | -2.01%+0.9pp | 2.81%-3.9pp |
| Employer contribution / active EE | $41,521 | $9,185+352.0% | $34,453+20.5% | $16,358+153.8% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |