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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $14,299 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,624 |
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 | $216,659 | $55,453+290.7% | $170,435+27.1% | $62,293+247.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.61% | 21.38%-2.8pp | 205.94%-187.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $8,857 | $2,164+309.4% | $5,432+63.0% | $2,042+333.7% |
| Participant deferral / active EE | $6,034 | $2,303+162.0% | $4,939+22.2% | $3,169+90.4% |
| Admin fee / account holder | $167 | $455-63.3% | $13,881-98.8% | $479-65.2% |