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| Provider | Service type | Compensation |
|---|---|---|
THE MILESTONE GROUP1+ years Filed as: MILESTONE GROUP INC. Service code 26 · EIN 84-1333402 | Advisory (Participants) | $6,235 |
CHARLES DAVID HYMAN1+ years Service code 26 · EIN 65-0128319 | Advisory (Participants) | $2,700 |
ATON ADVISORS LLC1+ years Service code 26 · EIN 27-2064708 | Advisory (Participants) | $2,598 |
CHARLES SCHWAB & CO., INC.1+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1,324 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $221,160 | $70,002+215.9% | $115,037+92.3% | $52,331+322.6% |
| Participation rate | 97.4% | 72.1%+25.3pp | 81.4%+16.1pp | 68.1%+29.3pp |
| Annual return | 0.48% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $15,449 | $2,715+469.0% | $4,608+235.3% | $1,882+721.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $14 | $566-97.5% | $8,175-99.8% | $592-97.7% |