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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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,977 | $107,459-26.5% | $135,903-41.9% | $80,160-1.5% |
| Participation rate | 94.9% | 78.0%+16.8pp | 81.9%+13.0pp | 72.9%+21.9pp |
| Annual return | 48.02% | 91.91%-43.9pp | 68.23%-20.2pp | 40.38%+7.6pp |
| Employer contribution / active EE | $1,471 | $3,877-62.0% | $4,856-69.7% | $2,978-50.6% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $23 | $127-81.8% | $10,762-99.8% | $145-84.1% |