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| Provider | Service type | Compensation |
|---|---|---|
KEEL POINT CAPITAL LLC2 years Service code 26 · EIN 42-1607342 | Advisory (Participants) | $14,370 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,993 | $80,724-35.6% | $103,333-49.7% | $74,495-30.2% |
| Participation rate | 99.5% | 65.7%+33.9pp | 74.5%+25.0pp | 67.2%+32.3pp |
| Annual return | 9.87% | 27.56%-17.7pp | 24.88%-15.0pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $5,695 | $3,157+80.4% | $3,868+47.2% | $2,623+117.1% |
| Participant deferral / active EE | $3,969 | $3,860+2.8% | $5,057-21.5% | $4,346-8.7% |
| Admin fee / account holder | $62 | $2,368-97.4% | $8,355-99.3% | $1,942-96.8% |