Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $106,153 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $478 |
CHARLES SCHWAB & CO., INC.7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,769 | $104,336+203.6% | $159,495+98.6% | $86,828+264.8% |
| Participation rate | 94.1% | 77.7%+16.3pp | 82.8%+11.2pp | 72.3%+21.8pp |
| Annual return | 14.05% | 26.32%-12.3pp | 263.72%-249.7pp | 97.95%-83.9pp |
| Employer contribution / active EE | $13,204 | $3,451+282.6% | $4,831+173.3% | $2,406+448.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $139 | $172-19.1% | $10,804-98.7% | $170-17.8% |