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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $9,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $92,010 | $155,795-40.9% | $136,298-32.5% | $69,631+32.1% |
| Participation rate | 69.7% | 75.2%-5.5pp | 81.9%-12.2pp | 70.7%-1.0pp |
| Annual return | 13.66% | 232464.33%-232450.7pp | 5156.27%-5142.6pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $7,731 | $5,394+43.3% | $6,247+23.8% | $3,224+139.8% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |