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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $24,626 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $5,300 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,517 | $86,341+6.0% | $125,195-26.9% | $65,186+40.4% |
| Participation rate | 89.9% | 75.3%+14.6pp | 79.8%+10.1pp | 70.2%+19.7pp |
| Annual return | 24.53% | 27.44%-2.9pp | 43.79%-19.3pp | 29.39%-4.9pp |
| Employer contribution / active EE | $2,966 | $2,040+45.4% | $3,866-23.3% | $2,177+36.3% |
| Participant deferral / active EE | $5,278 | $3,538+49.2% | $4,937+6.9% | $3,514+50.2% |
| Admin fee / account holder | $193 | $609-68.3% | $9,704-98.0% | $847-77.2% |