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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC2+ years Service code 11 · EIN 11-2836994 | Actuarial | $52,492 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,629 |
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 | $71,561 | $56,640+26.3% | $80,977-11.6% | $57,658+24.1% |
| Participation rate | 98.4% | 75.9%+22.5pp | 75.8%+22.6pp | 70.2%+28.2pp |
| Annual return | 12.45% | 19.97%-7.5pp | 17.11%-4.7pp | 5.13%+7.3pp |
| Employer contribution / active EE | $1,007 | $2,085-51.7% | $3,715-72.9% | $1,974-49.0% |
| Participant deferral / active EE | $6,415 | $4,944+29.7% | $5,696+12.6% | $3,061+109.6% |
| Admin fee / account holder | $14 | $87-83.8% | $5,517-99.7% | $95-85.0% |