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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $53,667 | $80,753-33.5% | $136,298-60.6% | $62,293-13.8% |
| Participation rate | 89.2% | 73.5%+15.7pp | 81.9%+7.3pp | 69.5%+19.7pp |
| Annual return | 42.34% | 35.83%+6.5pp | 5156.27%-5113.9pp | 28.90%+13.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,515 | $5,164-51.3% | $6,247-59.7% | $3,169-20.6% |
| Admin fee / account holder | $6 | $525-98.8% | $9,244-99.9% | $479-98.7% |