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| Provider | Service type | Compensation |
|---|---|---|
MRA ASSOCIATES USA LLC8 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $41,474 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO, INC. Service code 71 · EIN 94-1737782 | Brokerage Fees | $210 |
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 | $272,200 | $95,369+185.4% | $135,942+100.2% | $74,440+265.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.11% | 32.72%-22.6pp | 68.28%-58.2pp | 34.37%-24.3pp |
| Employer contribution / active EE | $13,138 | $3,878+238.8% | $4,858+170.5% | $2,638+398.1% |
| Participant deferral / active EE | $0 | $7,788-100.0% | $7,759-100.0% | $4,529-100.0% |
| Admin fee / account holder | $90 | $266-66.0% | $10,764-99.2% | $348-74.0% |