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| Provider | Service type | Compensation |
|---|---|---|
PATHLIGHT INVESTORS LLC1+ years Service code 26 · EIN 27-1331092 | Advisory (Participants) | $29,810 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 | Advisory (Participants) | $18,237 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $605 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,845 | $46,360+303.0% | $147,617+26.6% | $52,331+257.0% |
| Participation rate | 98.6% | 64.9%+33.7pp | 84.6%+14.0pp | 68.1%+30.5pp |
| Annual return | -1.31% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $9,059 | $2,126+326.1% | $5,564+62.8% | $1,882+381.4% |
| Participant deferral / active EE | $4,780 | $2,258+111.7% | $4,895-2.4% | $3,022+58.2% |
| Admin fee / account holder | $294 | $766-61.7% | $11,612-97.5% | $592-50.4% |