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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $136,403 |
Filed as: TRANSITIONS FINANCE STRATEGIES Service code 15 · EIN 13-4238973 | Recordkeeping | $56,545 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,483 | $107,415+72.7% | $135,974+36.4% | $80,157+131.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 11.93% | 91.99%-80.1pp | 68.30%-56.4pp | 40.39%-28.5pp |
| Employer contribution / active EE | $11,111 | $3,878+186.5% | $4,859+128.7% | $2,977+273.2% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,760-100.0% | $5,015-100.0% |
| Admin fee / account holder | $90 | $127-28.9% | $10,767-99.2% | $145-37.7% |