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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $5,301 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $798 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Cu... | $283 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,814 | $89,652-50.0% | $141,162-68.3% | $65,185-31.3% |
| Participation rate | 78.9% | 74.7%+4.2pp | 82.5%-3.6pp | 70.2%+8.7pp |
| Annual return | 19.83% | 32.79%-13.0pp | 71.39%-51.6pp | 29.38%-9.6pp |
| Employer contribution / active EE | $1,628 | $3,065-46.9% | $4,735-65.6% | $2,177-25.2% |
| Participant deferral / active EE | $3,494 | $5,691-38.6% | $6,709-47.9% | $3,514-0.6% |
| Admin fee / account holder | $31 | $569-94.5% | $10,261-99.7% | $847-96.3% |