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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $1,350 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $76,362 | $41,854+82.4% | $73,836+3.4% | $52,331+45.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 0.53% | 2.11%-1.6pp | 2268.06%-2267.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,085 | $1,920+60.7% | $2,787+10.7% | $1,882+63.9% |
| Participant deferral / active EE | $4,323 | $2,498+73.1% | $3,583+20.7% | $3,022+43.1% |
| Admin fee / account holder | $7 | $493-98.6% | $4,882-99.9% | $592-98.8% |