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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $6,883 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,940 | $101,317-68.5% | $146,958-78.3% | $74,495-57.1% |
| Participation rate | 98.7% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 12.81% | 8730.91%-8718.1pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,483 | $3,810-34.8% | $4,933-49.7% | $2,623-5.3% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $17 | $1,739-99.0% | $12,998-99.9% | $1,942-99.1% |