Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 employees
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $17,960 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,029 | $33,166+44.8% | $291,026-83.5% | $33,166+44.8% |
| Participation rate | 99.8% | 95.4%+4.4pp | 50.0%+49.9pp | 95.4%+4.4pp |
| Annual return | 4.44% | 1.17%+3.3pp | 0.76%+3.7pp | 1.17%+3.3pp |
| Employer contribution / active EE | $13,931 | $10,427+33.6% | $5,423+156.9% | $10,427+33.6% |
| Participant deferral / active EE | $0 | $0 | $0 | - |
| Admin fee / account holder | $0 | $3-91.2% | $841-100.0% | $3-91.2% |