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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: INVESTMENT MANAGEMENT ASSOCIAT Service code 26 · EIN 84-0783118 | Advisory (Participants) | $22,938 |
FISHER INVESTMENTS10+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $21,444 |
Service code 26 · EIN 02-0691794 | Advisory (Participants) | $5,926 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $179 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,150 | $50,860+226.7% | $155,574+6.8% | $77,714+113.8% |
| Participation rate | 93.4% | 63.1%+30.3pp | 78.2%+15.2pp | 70.6%+22.8pp |
| Annual return | 13.60% | 34.86%-21.3pp | 64.87%-51.3pp | 31.26%-17.7pp |
| Employer contribution / active EE | $5,853 | $1,991+194.0% | $4,676+25.2% | $2,727+114.6% |
| Participant deferral / active EE | $5,862 | $2,825+107.5% | $5,629+4.1% | $4,649+26.1% |
| Admin fee / account holder | $119 | $436-72.8% | $15,914-99.3% | $433-72.6% |