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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 | $21,423 |
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 | $61,040 | $89,652-31.9% | $141,197-56.8% | $65,186-6.4% |
| Participation rate | 89.8% | 74.7%+15.1pp | 82.5%+7.4pp | 70.2%+19.6pp |
| Annual return | 21.67% | 32.79%-11.1pp | 71.41%-49.7pp | 29.39%-7.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,323 | $5,691-41.6% | $6,710-50.5% | $3,514-5.4% |
| Admin fee / account holder | $114 | $569-80.0% | $10,265-98.9% | $847-86.6% |