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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 58-2608124 | Consulting | $349,336 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $241,602 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $225 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $62,720 | $47,456+32.2% | $172,755-63.7% | $77,775-19.4% |
| Participation rate | 85.6% | 66.3%+19.3pp | 82.6%+3.0pp | 73.2%+12.4pp |
| Annual return | 22.34% | 35.57%-13.2pp | 802.94%-780.6pp | 32.58%-10.2pp |
| Employer contribution / active EE | $1,394 | $1,574-11.4% | $5,144-72.9% | $2,504-44.3% |
| Participant deferral / active EE | $4,332 | $2,560+69.2% | $5,198-16.7% | $3,966+9.2% |
| Admin fee / account holder | $120 | $81+48.7% | $13,955-99.1% | $100+20.1% |