| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $39,498 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $191 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $58,446 | $70,667-17.3% | $123,105-52.5% | $52,331+11.7% |
| Participation rate | 76.5% | 83.7%-7.2pp | 86.8%-10.2pp | 68.1%+8.4pp |
| Annual return | -0.51% | 6.23%-6.7pp | 13.22%-13.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,093 | $2,946-29.0% | $5,151-59.4% | $1,882+11.2% |
| Participant deferral / active EE | $3,621 | $4,493-19.4% | $6,229-41.9% | $3,022+19.8% |
| Admin fee / account holder | $212 | $506-58.2% | $9,014-97.7% | $592-64.2% |