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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $22,037 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $374 |
CHARLES SCHWAB & CO., INC.8+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,172 | $65,125+195.1% | $143,797+33.6% | $66,949+187.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -21.62% | -11.13%-10.5pp | -0.04%-21.6pp | 1.57%-23.2pp |
| Employer contribution / active EE | $9,238 | $2,362+291.1% | $4,952+86.5% | $2,545+262.9% |
| Participant deferral / active EE | $7,037 | $2,920+141.0% | $5,638+24.8% | $4,239+66.0% |
| Admin fee / account holder | $111 | $503-77.8% | $14,679-99.2% | $594-81.2% |