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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 18 · EIN 94-3025021 | Custodial (securities); Custodial (ot... | $43,452 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,876-100.0% | $19,623-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 15.7%-15.7pp |
| Annual return | -4.86% | -1.05%-3.8pp | -0.97%-3.9pp | -7.14%+2.3pp |
| Employer contribution / active EE | $4,651 | $8,702-46.5% | $22,441-79.3% | $14,613-68.2% |
| Participant deferral / active EE | $0 | $44-100.0% | $183-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $2,730-100.0% | $1,191-100.0% |