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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,279 |
THE PFE GROUP3 years Filed as: PFE ADVISORS, INC. Service code 28 · EIN 71-1036677 | Investment Management | $42,995 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $17,325 |
THE PFE GROUP4+ years Filed as: PFE CONSULTANTS, INC. Service code 28 · EIN 04-3549179 | Investment Management | $16,294 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $520 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES 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 |
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 | $125,290 | $75,388+66.2% | $123,553+1.4% | $55,727+124.8% |
| Participation rate | 97.9% | 75.7%+22.2pp | 82.3%+15.6pp | 70.9%+27.0pp |
| Annual return | -4.28% | 4.48%-8.8pp | 119.21%-123.5pp | 244.94%-249.2pp |
| Employer contribution / active EE | $4,177 | $3,063+36.4% | $4,628-9.7% | $2,078+101.0% |
| Participant deferral / active EE | $11,607 | $5,651+105.4% | $6,426+80.6% | $3,356+245.9% |
| Admin fee / account holder | $120 | $120+0.5% | $9,284-98.7% | $115+4.5% |