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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $21,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,361 | $88,324-6.8% | $115,037-28.4% | $55,191+49.2% |
| Participation rate | 69.8% | 72.5%-2.7pp | 81.4%-11.6pp | 69.2%+0.6pp |
| Annual return | 1.60% | 6.30%-4.7pp | 26.14%-24.5pp | 10.78%-9.2pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,974 | $5,042+58.1% | $6,026+32.3% | $3,046+161.7% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |