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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $28,504 |
Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $17,988 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $931 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $146,052 | $36,916+295.6% | $156,551-6.7% | $57,658+153.3% |
| Participation rate | 98.2% | 63.4%+34.8pp | 84.0%+14.2pp | 70.2%+28.0pp |
| Annual return | 7.60% | 12.38%-4.8pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $5,226 | $1,571+232.7% | $5,501-5.0% | $1,974+164.8% |
| Participant deferral / active EE | $4,991 | $1,926+159.2% | $4,871+2.5% | $3,061+63.1% |
| Admin fee / account holder | $132 | $82+60.2% | $13,028-99.0% | $95+39.8% |