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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $20,011 |
FISHER INVESTMENTS9+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $16,501 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $391 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,945 | $47,163+215.8% | $149,696-0.5% | $74,460+100.0% |
| Participation rate | 96.5% | 63.4%+33.0pp | 78.8%+17.7pp | 70.7%+25.7pp |
| Annual return | 16.72% | 22.75%-6.0pp | 134.46%-117.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $5,944 | $1,907+211.7% | $4,821+23.3% | $2,638+125.3% |
| Participant deferral / active EE | $5,861 | $2,730+114.7% | $5,682+3.2% | $4,530+29.4% |
| Admin fee / account holder | $102 | $343-70.3% | $13,212-99.2% | $348-70.7% |