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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $30,609 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $405 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,913 | $88,324-43.5% | $115,038-56.6% | $55,191-9.6% |
| Participation rate | 45.9% | 72.5%-26.6pp | 81.4%-35.5pp | 69.2%-23.3pp |
| Annual return | 2.85% | 6.30%-3.5pp | 26.14%-23.3pp | 10.78%-7.9pp |
| Employer contribution / active EE | $506 | $2,805-82.0% | $4,608-89.0% | $1,899-73.3% |
| Participant deferral / active EE | $1,513 | $5,042-70.0% | $6,026-74.9% | $3,046-50.3% |
| Admin fee / account holder | $101 | $105-4.1% | $8,175-98.8% | $91+11.3% |