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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,642 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,883 | $61,473-85.5% | $81,930-89.2% | $73,409-87.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 38.40% | 28.26%+10.1pp | 29.49%+8.9pp | 59.29%-20.9pp |
| Employer contribution / active EE | $395 | $1,898-79.2% | $4,310-90.8% | $2,234-82.3% |
| Participant deferral / active EE | $3,239 | $3,080+5.2% | $7,107-54.4% | $3,805-14.9% |
| Admin fee / account holder | $6 | $125-95.0% | $5,158-99.9% | $158-96.0% |