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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,677 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $83,325 | $104,497-20.3% | $159,487-47.8% | $79,389+5.0% |
| Participation rate | 91.3% | 76.6%+14.7pp | 82.8%+8.5pp | 70.7%+20.6pp |
| Annual return | 14.26% | 67.98%-53.7pp | 263.71%-249.5pp | 116.89%-102.6pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,230 | $6,468-34.6% | $7,354-42.5% | $4,046+4.6% |
| Admin fee / account holder | $156 | $711-78.1% | $10,804-98.6% | $626-75.1% |