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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 58-2608124 | Consulting | $460,977 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $246,832 |
Service code 16 · EIN 26-2827068 | Consulting | $10,044 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $398 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $80,197 | $67,512+18.8% | $185,854-56.8% | $93,010-13.8% |
| Participation rate | 84.1% | 67.1%+17.0pp | 81.7%+2.4pp | 73.9%+10.2pp |
| Annual return | 14.30% | 21.04%-6.7pp | 122.12%-107.8pp | 158.70%-144.4pp |
| Employer contribution / active EE | $1,461 | $1,783-18.0% | $5,169-71.7% | $2,705-46.0% |
| Participant deferral / active EE | $5,252 | $3,035+73.0% | $5,569-5.7% | $4,561+15.1% |
| Admin fee / account holder | $140 | $318-55.9% | $16,246-99.1% | $152-7.5% |