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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Shareholde... | $35,166 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-3106735 | Securities brokerage commissions and ... | $53 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 | Securities brokerage; Securities brok... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $353,366 | $123,793+185.4% | $177,840+98.7% | $79,852+342.5% |
| Participation rate | 95.5% | 84.7%+10.8pp | 87.7%+7.7pp | 69.6%+25.8pp |
| Annual return | 13.17% | 22.82%-9.6pp | 48.32%-35.1pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14,188 | $5,956+138.2% | $7,714+83.9% | $3,740+279.3% |
| Admin fee / account holder | $225 | $7,243-96.9% | $12,431-98.2% | $5,306-95.8% |