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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $2,416 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,413 |
CHERNOFF DIAMOND & CO., LLC1+ years Filed as: CHERNOFF DIAMOND & CO, LLC Service code 15 | Recordkeeping | $2,170 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,060 | $54,320-79.6% | $67,652-83.7% | $52,331-78.9% |
| Participation rate | 99.2% | 73.6%+25.6pp | 75.7%+23.5pp | 68.1%+31.1pp |
| Annual return | 44.25% | 6.81%+37.4pp | 6625.40%-6581.1pp | 4.54%+39.7pp |
| Employer contribution / active EE | $2,452 | $1,544+58.9% | $2,266+8.2% | $1,882+30.3% |
| Participant deferral / active EE | $3,873 | $2,950+31.3% | $3,560+8.8% | $3,022+28.2% |
| Admin fee / account holder | $9 | $527-98.3% | $4,821-99.8% | $592-98.5% |