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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 85-3994987 | Advisory (Plan) | $8,183 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,400 | $138,102-38.2% | $125,381-31.9% | $134,532-36.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -13.58% | 750.73%-764.3pp | 572.31%-585.9pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,450 | $5,245-53.3% | $4,815-49.1% | $4,741-48.3% |
| Participant deferral / active EE | $4,301 | $7,801-44.9% | $7,448-42.3% | $6,401-32.8% |
| Admin fee / account holder | $1,543 | $11,568-86.7% | $10,007-84.6% | $11,429-86.5% |