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| Provider | Service type | Compensation |
|---|---|---|
MRA ASSOCIATES USA LLC3 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $36,028 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $266 |
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 | $252,428 | $75,388+234.8% | $123,553+104.3% | $55,727+353.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | 8.24% | 4.48%+3.8pp | 119.21%-111.0pp | 244.94%-236.7pp |
| Employer contribution / active EE | $10,877 | $3,063+255.1% | $4,628+135.0% | $2,078+423.4% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $114 | $120-5.1% | $9,284-98.8% | $115-1.3% |