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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS3+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $33,676 |
Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $19,708 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,151 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $167,584 | $46,173+263.0% | $170,435-1.7% | $69,631+140.7% |
| Participation rate | 98.2% | 63.9%+34.3pp | 83.6%+14.6pp | 70.7%+27.5pp |
| Annual return | 17.70% | 21.62%-3.9pp | 205.94%-188.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $5,630 | $1,610+249.7% | $5,432+3.6% | $2,032+177.0% |
| Participant deferral / active EE | $5,145 | $2,080+147.3% | $4,939+4.2% | $3,224+59.6% |
| Admin fee / account holder | $146 | $116+25.6% | $13,881-99.0% | $110+31.9% |