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| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS4+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $39,270 |
Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $21,609 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,493 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $148,423 | $37,196+299.0% | $154,108-3.7% | $55,725+166.3% |
| Participation rate | 97.9% | 64.1%+33.8pp | 83.0%+14.9pp | 70.9%+27.0pp |
| Annual return | -5.32% | 1319.68%-1325.0pp | 735.21%-740.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $6,295 | $1,614+290.0% | $5,298+18.8% | $2,078+202.9% |
| Participant deferral / active EE | $5,346 | $2,068+158.5% | $5,081+5.2% | $3,356+59.3% |
| Admin fee / account holder | $170 | $102+67.6% | $13,411-98.7% | $115+47.8% |