Filed April 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,761 | $47,105+71.4% | $68,368+18.1% | $67,986+18.8% |
| Participation rate | 98.7% | 51.8%+46.9pp | 73.8%+24.9pp | 57.2%+41.5pp |
| Annual return | 21.90% | 48.37%-26.5pp | 292.57%-270.7pp | 31.67%-9.8pp |
| Employer contribution / active EE | $4,330 | $1,859+133.0% | $2,649+63.5% | $2,019+114.5% |
| Participant deferral / active EE | $9,090 | $2,374+282.9% | $4,123+120.5% | $3,358+170.7% |
| Admin fee / account holder | $11 | $2,435-99.6% | $5,150-99.8% | $3,203-99.7% |