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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $40,853 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,286 | $79,181-21.3% | $102,423-39.2% | $74,429-16.3% |
| Participation rate | 99.3% | 74.8%+24.6pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 19.71% | 54.97%-35.3pp | 29.42%-9.7pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $3,420 | $2,362+44.8% | $3,023+13.1% | $2,625+30.3% |
| Participant deferral / active EE | $6,759 | $4,416+53.1% | $5,054+33.7% | $4,348+55.5% |
| Admin fee / account holder | $236 | $2,002-88.2% | $9,455-97.5% | $1,944-87.9% |