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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $17,888 |
FISHER INVESTMENTS6+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $12,357 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $666 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST 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 | $174,458 | $52,293+233.6% | $178,503-2.3% | $73,412+137.6% |
| Participation rate | 97.6% | 65.3%+32.2pp | 81.9%+15.6pp | 72.2%+25.4pp |
| Annual return | 13.91% | 34.75%-20.8pp | 151.12%-137.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $7,506 | $1,736+332.3% | $5,011+49.8% | $2,234+236.0% |
| Participant deferral / active EE | $5,397 | $2,333+131.3% | $5,202+3.7% | $3,806+41.8% |
| Admin fee / account holder | $88 | $127-30.7% | $13,987-99.4% | $158-44.1% |