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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,834 |
Filed as: MESIROW FINANCIAL INC Service code 28 · EIN 36-3194849 | Investment Management | $1,250 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $142,100-100.0% | $353,945-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.1%-43.1pp |
| Annual return | 7.90% | 9.86%-2.0pp | 10.57%-2.7pp | 259.19%-251.3pp |
| Employer contribution / active EE | $0 | $37,630-100.0% | $29,483-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,502-100.0% |