Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $63,754 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $18,450 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: CITY NATIONAL BANK Service code 26 · EIN 95-1780067 | Advisory (Participants) | $17,394 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,521 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $294,887 | $88,324+233.9% | $115,038+156.3% | $55,191+434.3% |
| Participation rate | 97.3% | 72.5%+24.8pp | 81.4%+16.0pp | 69.2%+28.2pp |
| Annual return | -0.23% | 6.30%-6.5pp | 26.14%-26.4pp | 10.78%-11.0pp |
| Employer contribution / active EE | $14,385 | $2,805+412.8% | $4,608+212.2% | $1,899+657.6% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $202 | $105+91.8% | $8,175-97.5% | $91+122.6% |