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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $24,000 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $643 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $457,105 | $121,341+276.7% | $189,537+141.2% | $79,391+475.8% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.8%+9.2pp | 70.7%+26.3pp |
| Annual return | 19.55% | 21.08%-1.5pp | 555.34%-535.8pp | 116.88%-97.3pp |
| Employer contribution / active EE | $10,086 | $3,915+157.6% | $6,161+63.7% | $2,428+315.4% |
| Participant deferral / active EE | $16,976 | $6,395+165.4% | $8,220+106.5% | $4,046+319.6% |
| Admin fee / account holder | $104 | $651-84.0% | $12,048-99.1% | $627-83.4% |