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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $24,300 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $2,201 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,188 | $61,172-63.7% | $185,851-88.1% | $79,389-72.1% |
| Participation rate | 92.9% | 66.6%+26.2pp | 81.7%+11.1pp | 70.7%+22.1pp |
| Annual return | 12.13% | 19.45%-7.3pp | 122.11%-110.0pp | 116.89%-104.8pp |
| Employer contribution / active EE | $1,251 | $2,321-46.1% | $5,168-75.8% | $2,428-48.5% |
| Participant deferral / active EE | $1,624 | $2,788-41.8% | $5,569-70.8% | $4,046-59.9% |
| Admin fee / account holder | $110 | $710-84.4% | $16,245-99.3% | $626-82.4% |