| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $43,665 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $62,126 | $74,089-16.1% | $133,975-53.6% | $55,167+12.6% |
| Participation rate | 77.3% | 84.3%-7.0pp | 87.1%-9.7pp | 69.0%+8.3pp |
| Annual return | 8.36% | 12.11%-3.7pp | 29.29%-20.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,088 | $3,064-31.9% | $5,211-59.9% | $1,963+6.4% |
| Participant deferral / active EE | $3,542 | $4,678-24.3% | $6,282-43.6% | $3,054+16.0% |
| Admin fee / account holder | $283 | $458-38.3% | $9,324-97.0% | $504-43.9% |