Filed May 2, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Account ma... | $21,624 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,873 | $56,540-31.2% | $185,849-79.1% | $86,821-55.2% |
| Participation rate | 48.9% | 65.5%-16.6pp | 81.7%-32.8pp | 72.3%-23.4pp |
| Annual return | 21.78% | 118.20%-96.4pp | 122.10%-100.3pp | 97.94%-76.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,216 | $2,555+65.0% | $5,569-24.3% | $4,132+2.0% |
| Admin fee / account holder | $78 | $150-47.8% | $16,244-99.5% | $170-54.0% |