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| Provider | Service type | Compensation |
|---|---|---|
MRA ASSOCIATES USA LLC2 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $26,773 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $200 |
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 | $256,858 | $155,795+64.9% | $136,298+88.5% | $69,634+268.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.26% | 232464.33%-232450.1pp | 5156.27%-5142.0pp | 27572.26%-27558.0pp |
| Employer contribution / active EE | $10,462 | $2,991+249.8% | $4,696+122.8% | $2,032+414.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $86 | $128-33.0% | $9,244-99.1% | $110-22.2% |