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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $9,113 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $90 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,433 | $51,288-62.1% | $81,982-76.3% | $73,412-73.5% |
| Participation rate | 81.8% | 64.0%+17.8pp | 69.3%+12.6pp | 72.2%+9.6pp |
| Annual return | 13.20% | 29.48%-16.3pp | 41.31%-28.1pp | 59.30%-46.1pp |
| Employer contribution / active EE | $239 | $1,487-83.9% | $2,498-90.4% | $2,234-89.3% |
| Participant deferral / active EE | $1,643 | $2,715-39.5% | $3,722-55.9% | $3,806-56.8% |
| Admin fee / account holder | $51 | $125-59.0% | $5,665-99.1% | $158-67.4% |