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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,807 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN LP Service code 28 · EIN 13-0464930 | Investment Management | $48,698 |
Filed as: KRAVITZ INC Service code 11 · EIN 95-3207191 | Actuarial | $26,898 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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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 | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -4.85% | -2.51%-2.3pp | -102.04%+97.2pp | -0.69%-4.2pp |
| Employer contribution / active EE | $48,043 | $11,346+323.4% | $36,232+32.6% | $16,786+186.2% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |