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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,563 | $52,293-64.5% | $178,499-89.6% | $73,412-74.7% |
| Participation rate | 33.9% | 65.3%-31.4pp | 81.9%-48.0pp | 72.2%-38.2pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.10%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,301 | $2,332-44.2% | $5,202-75.0% | $3,806-65.8% |
| Admin fee / account holder | $26 | $127-79.7% | $13,986-99.8% | $158-83.6% |