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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $46,967 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,700 | $106,164+164.4% | $147,041+90.9% | $77,692+261.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 7.10% | 56.81%-49.7pp | 419.21%-412.1pp | 31.25%-24.1pp |
| Employer contribution / active EE | $14,311 | $4,066+251.9% | $4,935+190.0% | $2,726+424.9% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $100 | $338-70.3% | $13,006-99.2% | $431-76.7% |