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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $20,052 |
FISHER INVESTMENTS5+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $19,118 |
Service code 10 · EIN 84-0834835 | Accounting | $6,826 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1,426 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 82-3967259 | 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 | $171,397 | $62,928+172.4% | $172,752-0.8% | $67,579+153.6% |
| Participation rate | 97.9% | 64.5%+33.4pp | 82.6%+15.2pp | 71.3%+26.6pp |
| Annual return | 21.64% | 30.36%-8.7pp | 802.97%-781.3pp | 378.56%-356.9pp |
| Employer contribution / active EE | $6,316 | $1,636+286.1% | $5,144+22.8% | $2,148+194.1% |
| Participant deferral / active EE | $5,415 | $2,145+152.5% | $5,198+4.2% | $3,539+53.0% |
| Admin fee / account holder | $132 | $167-21.0% | $13,955-99.1% | $142-7.5% |