Filed November 20, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $12,887 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 94-1737782 | Bank Trustee | $11,179 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
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 | $380,050-100.0% | $322,681-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.9%-34.9pp | 27.6%-27.6pp | 45.6%-45.6pp |
| Annual return | 7.18% | 3.71%+3.5pp | 4.07%+3.1pp | 4.16%+3.0pp |
| Employer contribution / active EE | $0 | $41,545-100.0% | $36,235-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $215-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,300-100.0% | $7,128-100.0% | $21,465-100.0% |