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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB Service code 18 · EIN 84-1538530 1211 SW 5TH AVE, SUITE 2830 · PORTLAND, OR 97201 | Custodial (other than securities) | $16,197 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,365 | $47,969+69.6% | $85,969-5.4% | $52,331+55.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -5.99% | -0.13%-5.9pp | 9.32%-15.3pp | 4.54%-10.5pp |
| Employer contribution / active EE | $2,692 | $1,460+84.4% | $3,474-22.5% | $1,882+43.1% |
| Participant deferral / active EE | $1,323 | $2,110-37.3% | $3,829-65.5% | $3,022-56.2% |
| Admin fee / account holder | $136 | $530-74.3% | $6,053-97.7% | $592-77.0% |