Filed April 30, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,044 | $51,226-14.0% | $82,706-46.7% | $66,930-34.2% |
| Participation rate | 98.9% | 67.9%+31.1pp | 72.6%+26.4pp | 69.8%+29.1pp |
| Annual return | -14.76% | -9.61%-5.2pp | 701.76%-716.5pp | 1.57%-16.3pp |
| Employer contribution / active EE | $4,448 | $2,612+70.3% | $3,007+47.9% | $2,545+74.8% |
| Participant deferral / active EE | $8,301 | $3,460+139.9% | $4,394+88.9% | $4,238+95.9% |
| Admin fee / account holder | $5 | $416-98.7% | $5,329-99.9% | $593-99.1% |