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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,131 | $65,453-87.6% | $86,698-90.6% | $66,938-87.9% |
| Participation rate | 8.2% | 75.5%-67.3pp | 76.6%-68.4pp | 69.8%-61.6pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.95%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $188 | $4,102-95.4% | $4,656-96.0% | $4,238-95.6% |
| Admin fee / account holder | $23 | $642-96.3% | $7,493-99.7% | $594-96.0% |