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| Provider | Service type | Compensation |
|---|---|---|
GENOVESE BURFORD & BROTHERS5+ years Filed as: GENOVESE BURFORD & BROTHERS WE Service code 26 · EIN 45-1546130 | Advisory (Participants) | $22,061 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $994 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $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 | $209,702 | $52,967+295.9% | $172,753+21.4% | $65,186+221.7% |
| Participation rate | 97.7% | 66.2%+31.5pp | 82.6%+15.1pp | 70.2%+27.5pp |
| Annual return | 16.43% | 30.12%-13.7pp | 803.00%-786.6pp | 29.39%-13.0pp |
| Employer contribution / active EE | $9,736 | $2,190+344.5% | $5,144+89.3% | $2,177+347.3% |
| Participant deferral / active EE | $6,715 | $2,471+171.8% | $5,198+29.2% | $3,514+91.1% |
| Admin fee / account holder | $120 | $472-74.6% | $13,956-99.1% | $847-85.8% |