Filed November 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $328,793 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,354 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,175 | $105,581+51.7% | $70,492+127.2% | $90,274+77.4% |
| Participation rate | 60.9% | 77.5%-16.6pp | 75.1%-14.1pp | 73.4%-12.4pp |
| Annual return | 13.43% | 14.78%-1.4pp | 109.16%-95.7pp | 53.97%-40.5pp |
| Employer contribution / active EE | $3,642 | $3,304+10.2% | $2,738+33.0% | $2,523+44.3% |
| Participant deferral / active EE | $4,901 | $3,813+28.5% | $3,711+32.1% | $4,231+15.8% |
| Admin fee / account holder | $125 | $68+85.1% | $3,848-96.8% | $114+9.6% |