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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $17,396 |
GENOVESE BURFORD & BROTHERS7+ years Filed as: GENOVESE BURFORD & BROTHERS WE Service code 26 · EIN 45-1546130 | Advisory (Participants) | $6,279 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $944 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $284,072 | $61,166+364.4% | $185,849+52.9% | $79,391+257.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 7.92% | 19.45%-11.5pp | 122.10%-114.2pp | 116.88%-109.0pp |
| Employer contribution / active EE | $9,442 | $2,321+306.8% | $5,169+82.7% | $2,428+288.9% |
| Participant deferral / active EE | $7,183 | $2,789+157.6% | $5,569+29.0% | $4,046+77.6% |
| Admin fee / account holder | $129 | $710-81.8% | $16,244-99.2% | $627-79.4% |