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.3+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $19,402 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $9,419 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,439 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,742 | $66,783+17.9% | $350,423-77.5% | $66,783+17.9% |
| Participation rate | 93.9% | 58.4%+35.5pp | 70.3%+23.7pp | 58.4%+35.5pp |
| Annual return | 21.97% | 10.67%+11.3pp | 12.97%+9.0pp | 10.67%+11.3pp |
| Employer contribution / active EE | $12,782 | $7,829+63.3% | $17,272-26.0% | $7,829+63.3% |
| Participant deferral / active EE | $0 | $0 | $0 | - |
| Admin fee / account holder | $3 | $203-98.7% | $1,412-99.8% | $203-98.7% |