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| Provider | Service type | Compensation |
|---|---|---|
HEINZBERGERPAYNE2+ years Service code 13 · EIN 20-8835556 | Contract Administrator | $46,558 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $21,151 |
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 | $87,914 | $36,916+138.1% | $156,552-43.8% | $57,658+52.5% |
| Participation rate | 99.4% | 63.4%+36.0pp | 84.0%+15.4pp | 70.2%+29.2pp |
| Annual return | 11.66% | 12.38%-0.7pp | 32.23%-20.6pp | 5.13%+6.5pp |
| Employer contribution / active EE | $4,916 | $1,571+213.0% | $5,501-10.6% | $1,974+149.1% |
| Participant deferral / active EE | $3,991 | $1,926+107.2% | $4,871-18.1% | $3,061+30.4% |
| Admin fee / account holder | $108 | $82+31.5% | $13,028-99.2% | $95+14.7% |