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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 94-1737782 | Bank Trustee | $20,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,591 | $70,002+99.4% | $115,038+21.3% | $52,331+166.7% |
| Participation rate | 99.4% | 72.1%+27.3pp | 81.4%+18.0pp | 68.1%+31.3pp |
| Annual return | 42.83% | 4.04%+38.8pp | 26.14%+16.7pp | 4.54%+38.3pp |
| Employer contribution / active EE | $6,175 | $2,715+127.4% | $4,608+34.0% | $1,882+228.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $128 | $566-77.4% | $8,175-98.4% | $592-78.4% |