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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $10,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $84,891 | $80,177+5.9% | $123,894-31.5% | $57,658+47.2% |
| Participation rate | 67.9% | 74.4%-6.6pp | 81.4%-13.6pp | 70.2%-2.4pp |
| Annual return | 7.21% | 17.90%-10.7pp | 47.52%-40.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $8,406 | $5,130+63.9% | $5,984+40.5% | $3,061+174.7% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |