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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,323 |
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 | $69,839 | $82,678-15.5% | $125,391-44.3% | $68,490+2.0% |
| Participation rate | 91.0% | 75.1%+15.9pp | 82.4%+8.6pp | 67.9%+23.1pp |
| Annual return | -19.14% | -5.97%-13.2pp | 572.41%-591.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,423 | $6,111-11.3% | $7,448-27.2% | $4,028+34.6% |
| Admin fee / account holder | $133 | $6,277-97.9% | $10,009-98.7% | $5,403-97.5% |