Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,239 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $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 | $283,119 | $100,801+180.9% | $149,751+89.1% | $73,415+285.6% |
| Participation rate | 94.3% | 77.7%+16.6pp | 82.5%+11.8pp | 72.2%+22.1pp |
| Annual return | 14.05% | 265.34%-251.3pp | 276.71%-262.7pp | 59.30%-45.2pp |
| Employer contribution / active EE | $12,364 | $3,312+273.4% | $4,646+166.1% | $2,234+453.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $112 | $181-38.3% | $9,312-98.8% | $158-29.3% |