Filed June 9, 2022
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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 | $81,233 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $1,495 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $290,062 | $155,795+86.2% | $136,298+112.8% | $69,634+316.6% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 13.82% | 232464.33%-232450.5pp | 5156.27%-5142.5pp | 27572.26%-27558.4pp |
| Employer contribution / active EE | $12,758 | $2,991+326.6% | $4,696+171.7% | $2,032+527.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $134 | $128+4.7% | $9,244-98.5% | $110+21.6% |