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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $118,820 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $46,937 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,444 | $95,388+109.1% | $125,401+59.0% | $77,906+156.0% |
| Participation rate | 99.9% | 78.6%+21.3pp | 82.4%+17.5pp | 73.7%+26.2pp |
| Annual return | 17.18% | 116.19%-99.0pp | 572.53%-555.4pp | 12.16%+5.0pp |
| Employer contribution / active EE | $11,158 | $3,666+204.3% | $4,816+131.7% | $2,846+292.0% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $94 | $119-21.2% | $10,008-99.1% | $133-29.3% |