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| Provider | Service type | Compensation |
|---|---|---|
MARIN FINANCIAL ADVISORS8+ years Service code 27 · EIN 38-3718954 | Advisory (Plan) | $47,330 |
Filed as: COMYNS SMITH MCCLEARY & DEAVER LLP Service code 10 · EIN 68-0307221 | Accounting | $26,500 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -9.34% | -11.21%+1.9pp | 10.22%-19.6pp | 39.77%-49.1pp |
| Employer contribution / active EE | $18,608 | $47,885-61.1% | $51,198-63.7% | $19,959-6.8% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |