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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $96,402 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. , INC Service code 33 | Securities brokerage commissions and ... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO.,INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $15,869 | $306,927-94.8% | $156,551-89.9% | - |
| Participation rate | 0.0% | 59.9%-59.9pp | 84.0%-84.0pp | - |
| Annual return | 9.84% | 1.08%+8.8pp | 32.23%-22.4pp | - |
| Employer contribution / active EE | $0 | $1,481-100.0% | $5,501-100.0% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $4,871-100.0% | - |
| Admin fee / account holder | $87 | $73,834-99.9% | $13,028-99.3% | - |