Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,562 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $5,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,073 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ 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 | $276,620 | $80,177+245.0% | $123,894+123.3% | $57,661+379.7% |
| Participation rate | 97.0% | 74.4%+22.5pp | 81.4%+15.5pp | 70.2%+26.7pp |
| Annual return | 7.03% | 17.90%-10.9pp | 47.52%-40.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $13,002 | $2,913+346.4% | $4,617+181.6% | $1,974+558.7% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $153 | $106+44.0% | $8,357-98.2% | $95+61.9% |