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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $31,501 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,977 | $107,415-26.5% | $135,974-41.9% | $80,157-1.5% |
| Participation rate | 94.9% | 78.0%+16.8pp | 81.9%+12.9pp | 72.9%+21.9pp |
| Annual return | 48.02% | 91.99%-44.0pp | 68.30%-20.3pp | 40.39%+7.6pp |
| Employer contribution / active EE | $1,471 | $3,878-62.1% | $4,859-69.7% | $2,977-50.6% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,760-100.0% | $5,015-100.0% |
| Admin fee / account holder | $23 | $127-81.8% | $10,767-99.8% | $145-84.1% |