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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,821 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $110,022 | $102,422+7.4% | $147,117-25.2% | $80,959+35.9% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 14.24% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $59 | $3,717-98.4% | $4,932-98.8% | $2,757-97.9% |
| Participant deferral / active EE | $6,515 | $6,652-2.1% | $8,065-19.2% | $4,300+51.5% |
| Admin fee / account holder | $161 | $7,953-98.0% | $12,993-98.8% | $6,925-97.7% |