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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $37,846 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,262 | $82,163-7.2% | $125,381-39.2% | $64,819+17.7% |
| Participation rate | 93.6% | 77.9%+15.7pp | 82.4%+11.2pp | 71.5%+22.1pp |
| Annual return | 14.77% | 3.49%+11.3pp | 572.31%-557.5pp | 32.84%-18.1pp |
| Employer contribution / active EE | $1,344 | $3,616-62.8% | $4,815-72.1% | $2,507-46.4% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $38 | $163-76.5% | $10,007-99.6% | $188-79.6% |