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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $369 |
Filed as: CHARLES SCHWAB & CO AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,204 | $65,061+86.3% | $143,757-15.7% | $66,914+81.1% |
| Participation rate | 69.6% | 65.2%+4.4pp | 80.3%-10.7pp | 69.8%-0.2pp |
| Annual return | -12.86% | -11.14%-1.7pp | -0.04%-12.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $220 | $2,361-90.7% | $4,951-95.6% | $2,544-91.4% |
| Participant deferral / active EE | $11,508 | $2,919+294.3% | $5,637+104.2% | $4,237+171.6% |
| Admin fee / account holder | $147 | $502-70.7% | $14,673-99.0% | $593-75.2% |