Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $89,041 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $2,271 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $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 | $250,430 | $75,388+232.2% | $123,553+102.7% | $55,727+349.4% |
| Participation rate | 94.9% | 75.7%+19.2pp | 82.3%+12.6pp | 70.9%+24.0pp |
| Annual return | -4.01% | 4.48%-8.5pp | 119.21%-123.2pp | 244.94%-248.9pp |
| Employer contribution / active EE | $11,977 | $3,063+291.0% | $4,628+158.8% | $2,078+476.3% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $137 | $120+14.7% | $9,284-98.5% | $115+19.3% |