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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Acc... | $11,147 |
Service code 16 · EIN 20-8874282 | Consulting | $5,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,519 | $60,788-63.0% | $85,709-73.7% | $79,391-71.6% |
| Participation rate | 95.8% | 62.1%+33.6pp | 69.9%+25.9pp | 70.7%+25.0pp |
| Annual return | 11.83% | 16.57%-4.7pp | 21.49%-9.7pp | 116.88%-105.1pp |
| Employer contribution / active EE | $1,343 | $1,664-19.3% | $2,619-48.7% | $2,428-44.7% |
| Participant deferral / active EE | $2,609 | $2,920-10.7% | $3,924-33.5% | $4,046-35.5% |
| Admin fee / account holder | $61 | $439-86.1% | $6,876-99.1% | $627-90.2% |