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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Contract Administrator | $21,446 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $10,890 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $283,234 | $85,766+230.2% | $136,297+107.8% | $70,124+303.9% |
| Participation rate | 98.3% | 74.2%+24.1pp | 81.9%+16.4pp | 69.5%+28.7pp |
| Annual return | 15.11% | 31.45%-16.3pp | 5156.19%-5141.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $7,796 | $2,966+162.8% | $4,696+66.0% | $2,342+232.8% |
| Participant deferral / active EE | $9,251 | $5,051+83.1% | $6,247+48.1% | $3,332+177.7% |
| Admin fee / account holder | $250 | $5,420-95.4% | $9,244-97.3% | $4,645-94.6% |