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| Provider | Service type | Compensation |
|---|---|---|
GENOVESE BURFORD & BROTHERS6+ years Filed as: GENOVESE BURFORD & BROTHERS WE Service code 26 · EIN 45-1546130 | Advisory (Participants) | $22,556 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $758 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,159 | $58,895+353.6% | $178,503+49.7% | $73,497+263.5% |
| Participation rate | 99.2% | 66.2%+33.0pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 25.74% | 24.86%+0.9pp | 151.12%-125.4pp | 28.51%-2.8pp |
| Employer contribution / active EE | $9,959 | $2,236+345.4% | $5,011+98.7% | $2,270+338.7% |
| Participant deferral / active EE | $7,030 | $2,567+173.9% | $5,202+35.1% | $3,740+88.0% |
| Admin fee / account holder | $121 | $400-69.8% | $13,987-99.1% | $513-76.4% |