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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,386 | $101,317+15.9% | $146,958-20.1% | $74,495+57.6% |
| Participation rate | 85.5% | 75.5%+9.9pp | 82.2%+3.3pp | 67.2%+18.3pp |
| Annual return | 13.50% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $19 | $3,810-99.5% | $4,933-99.6% | $2,623-99.3% |
| Participant deferral / active EE | $8,535 | $7,303+16.9% | $8,070+5.8% | $4,346+96.4% |
| Admin fee / account holder | $7 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |