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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); In... | $6,390 |
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228 | Recordkeeping | $2,736 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
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 | $76,617 | $73,102+4.8% | $123,549-38.0% | $56,287+36.1% |
| Participation rate | 87.2% | 74.3%+12.9pp | 82.3%+4.9pp | 69.9%+17.4pp |
| Annual return | -5.66% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $4,710 | $2,977+58.2% | $4,628+1.8% | $2,111+123.1% |
| Participant deferral / active EE | $6,199 | $5,423+14.3% | $6,426-3.5% | $3,350+85.1% |
| Admin fee / account holder | $9 | $554-98.3% | $9,284-99.9% | $521-98.2% |