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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB Service code 21 · EIN 94-1737782 | Bank Trustee | $10,111 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,865 | $89,370-62.1% | $141,197-76.0% | $72,976-53.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 30.13% | 111.88%-81.8pp | 71.41%-41.3pp | 81.02%-50.9pp |
| Employer contribution / active EE | $7,463 | $3,115+139.6% | $4,736+57.6% | $2,440+205.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $82 | $5,957-98.6% | $10,265-99.2% | $5,124-98.4% |