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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 28 · EIN 26-4310632 | Investment Management | $73,767 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $186,774 | $73,404+154.4% | $87,102+114.4% | $67,584+176.4% |
| Participation rate | 87.0% | 80.9%+6.2pp | 76.9%+10.2pp | 71.3%+15.8pp |
| Annual return | 24.44% | 48.29%-23.9pp | 28.19%-3.8pp | 378.59%-354.2pp |
| Employer contribution / active EE | $4,226 | $2,014+109.8% | $2,521+67.6% | $2,148+96.8% |
| Participant deferral / active EE | $12,535 | $3,913+220.4% | $4,048+209.6% | $3,540+254.1% |
| Admin fee / account holder | $71 | $142-50.0% | $7,493-99.1% | $142-50.3% |